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Lenox Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Lenox Wealth Management’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,290
Closed -$20K – 505
2017
Q3 		$20K Buy
+1,290
New +$20.3K 0.01% 326

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Management's PID Position: Q4 2017 in Review

Lenox Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2017, closing a stake of 1,290 shares — an estimated $20K sold.

Lenox Wealth Management first reported a position in PID in Q3 2017 and held it in 1 quarter. The position peaked at $20K in Q3 2017. 110 funds tracked by Wall St. Rank hold PID as of Q4 2017.

  • Lenox Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 1,290 Invesco International Dividend Achievers ETF shares in Q4 2017, an estimated $20K.
  • Lenox Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Management's Invesco International Dividend Achievers ETF position peaked at $20K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.