Lenox Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Lenox Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$14K	Buy	+756	New	+$14.8K	﹤0.01%	390

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Management's IXC Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in iShares Global Energy ETF (IXC) in Q2 2020: 756 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings.

154 funds tracked by Wall St. Rank hold IXC as of Q2 2020.

Lenox Wealth Management held 756 shares of iShares Global Energy ETF worth $14K as of Q2 2020.
iShares Global Energy ETF was a new Lenox Wealth Management position in Q2 2020.
iShares Global Energy ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #390 holding.
154 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.