Lenox Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-805	Closed	-$29K	–	652
2018 Q2	$29K	Hold	805	–	–	0.01%	251
2018 Q1	$27K	Hold	805	–	–	0.01%	263
2017 Q4	$28K	Hold	805	–	–	0.01%	275
2017 Q3	$27K	Hold	805	–	–	0.01%	287
2017 Q2	$27K	Buy	+805	New	+$25.7K	0.01%	271

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Lenox Wealth Management's IYH Position: Q3 2018 in Review

Lenox Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2018, closing a stake of 805 shares — an estimated $29K sold.

Lenox Wealth Management first reported a position in IYH in Q2 2017 and held it in 5 quarters. The position peaked at $29K in Q2 2018. 269 funds tracked by Wall St. Rank hold IYH as of Q3 2018.

Lenox Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Management sold 805 iShares US Healthcare ETF shares in Q3 2018, an estimated $29K.
Lenox Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2017 and held it in 5 quarters.
Lenox Wealth Management's iShares US Healthcare ETF position peaked at $29K in Q2 2018.
269 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.