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Lenox Wealth Management’s Global X Uranium ETF URA Stock Holding History

Lenox Wealth Management’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-104
Closed -$2K – 510
2017
Q1 		$2K Hold
104
– – ﹤0.01% 217
2016
Q4 		$1K Hold
104
– – ﹤0.01% 228
2016
Q3 		$1K Hold
104
– – ﹤0.01% 220
2016
Q2 		$1K Hold
104
– – ﹤0.01% 228
2016
Q1 		$2K Hold
104
– – ﹤0.01% 226
2015
Q4 		$1K Buy
+104
New +$1.49K ﹤0.01% 238

Other funds holding URA

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lenox Wealth Management sold out of Global X Uranium ETF (URA) in Q2 2017, closing a stake of 104 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in URA in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q1 2017. 49 funds tracked by Wall St. Rank hold URA as of Q2 2017.

  • Lenox Wealth Management reported no remaining Global X Uranium ETF position as of Q2 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 104 Global X Uranium ETF shares in Q2 2017, an estimated $2K.
  • Lenox Wealth Management first reported a position in Global X Uranium ETF in Q4 2015 and held it in 6 quarters.
  • Lenox Wealth Management's Global X Uranium ETF position peaked at $2K in Q1 2017.
  • 49 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2017.

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