LWM
OIL

Lenox Wealth Management’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

Lenox Wealth Management’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$0 Sell
24
-1,501
-98% – ﹤0.01% 838
2020
Q1 		$4K Hold
1,525
– – ﹤0.01% 532
2019
Q4 		$11K Hold
1,525
– – ﹤0.01% 439
2019
Q3 		$9K Buy
+1,525
New +$9K ﹤0.01% 470
2018
Q1 		– Sell
-1,525
Closed -$10K – 525
2017
Q4 		$10K Hold
1,525
– – ﹤0.01% 392
2017
Q3 		$8K Hold
1,525
– – ﹤0.01% 424
2017
Q2 		$7K Hold
1,525
– – ﹤0.01% 408
2017
Q1 		$9K Hold
1,525
– – 0.01% 172
2016
Q4 		$10K Hold
1,525
– – 0.01% 170
2016
Q3 		$9K Hold
1,525
– – 0.01% 166
2016
Q2 		$10K Hold
1,525
– – 0.01% 165
2016
Q1 		$8K Hold
1,525
– – 0.01% 174
2015
Q4 		$10K Buy
+1,525
New +$11.8K 0.01% 169

Other funds holding OIL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Lenox Wealth Management reduced its Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) stake by 98% in Q2 2020, cutting 1,501 shares and leaving 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Lenox Wealth Management first reported a position in OIL in Q4 2015 and has held it in 13 quarters since. The position peaked at $11K in Q4 2019. 3 funds tracked by Wall St. Rank hold OIL as of Q2 2020.

  • Lenox Wealth Management held 24 shares of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In worth $0 as of Q2 2020.
  • Lenox Wealth Management sold 1,501 Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In shares in Q2 2020.
  • Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #838 holding.
  • Lenox Wealth Management first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q4 2015 and has held it in 13 quarters since.
  • Lenox Wealth Management's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $11K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q2 2020.

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