Lenox Wealth Management’s Global X Social Media ETF SOCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-196	Closed	-$4.7K	–	232
2016 Q4	$4K	Hold	196	–	–	﹤0.01%	198
2016 Q3	$5K	Hold	196	–	–	﹤0.01%	187
2016 Q2	$4K	Hold	196	–	–	﹤0.01%	197
2016 Q1	$4K	Hold	196	–	–	﹤0.01%	205
2015 Q4	$4K	Hold	196	–	–	﹤0.01%	211
2015 Q3	$3K	Hold	196	–	–	﹤0.01%	133
2015 Q2	$4K	Hold	196	–	–	﹤0.01%	137
2015 Q1	$4K	Hold	196	–	–	﹤0.01%	140
2014 Q4	$3K	Hold	196	–	–	﹤0.01%	146
2014 Q3	$4K	Hold	196	–	–	﹤0.01%	143
2014 Q2	$4K	Hold	196	–	–	﹤0.01%	148
2014 Q1	$4K	Hold	196	–	–	﹤0.01%	164
2013 Q4	$4K	Buy	+196	New	+$3.89K	﹤0.01%	166

Other funds holding SOCL

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

Lenox Wealth Management's SOCL Position: Q1 2017 in Review

Lenox Wealth Management sold out of Global X Social Media ETF (SOCL) in Q1 2017, closing a stake of 196 shares — an estimated $4.7K sold.

Lenox Wealth Management first reported a position in SOCL in Q4 2013 and held it in 13 quarters. The position peaked at $5K in Q3 2016. 27 funds tracked by Wall St. Rank hold SOCL as of Q1 2017.

Lenox Wealth Management reported no remaining Global X Social Media ETF position as of Q1 2017 after selling out during the quarter.
Lenox Wealth Management sold 196 Global X Social Media ETF shares in Q1 2017, an estimated $4.7K.
Lenox Wealth Management first reported a position in Global X Social Media ETF in Q4 2013 and held it in 13 quarters.
Lenox Wealth Management's Global X Social Media ETF position peaked at $5K in Q3 2016.
27 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2017.

Based on Lenox Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.