Lenox Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-101	Closed	-$4K	–	503
2017 Q1	$4K	Hold	101	–	–	﹤0.01%	198
2016 Q4	$4K	Hold	101	–	–	﹤0.01%	197
2016 Q3	$4K	Hold	101	–	–	﹤0.01%	194
2016 Q2	$4K	Hold	101	–	–	﹤0.01%	194
2016 Q1	$4K	Hold	101	–	–	﹤0.01%	202
2015 Q4	$4K	Buy	+101	New	+$3.93K	﹤0.01%	209

Other funds holding PFF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lenox Wealth Management's PFF Position: Q2 2017 in Review

Lenox Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2017, closing a stake of 101 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in PFF in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2017. 633 funds tracked by Wall St. Rank hold PFF as of Q2 2017.

Lenox Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2017 after selling out during the quarter.
Lenox Wealth Management sold 101 iShares Preferred and Income Securities ETF shares in Q2 2017, an estimated $4K.
Lenox Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 6 quarters.
Lenox Wealth Management's iShares Preferred and Income Securities ETF position peaked at $4K in Q1 2017.
633 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2017.

Based on Lenox Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.