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 $18.3B AUM 27.14% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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. 270 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.
270 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.