Lenox Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-200	Closed	-$3K	–	520
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	463
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	449
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	211
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	214
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	204
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	212
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	216
2015 Q4	$3K	Buy	+200	New	+$2.89K	﹤0.01%	220

Other funds holding XLG

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

DFIG

Dragon Financial & Investment Group San Mateo, California $88.2M AUM 7.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Lenox Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2017, closing a stake of 200 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in XLG in Q4 2015 and held it in 8 quarters. The position peaked at $3K in Q3 2017. 92 funds tracked by Wall St. Rank hold XLG as of Q4 2017.

Lenox Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Management sold 200 Invesco S&P 500 Top 50 ETF shares in Q4 2017, an estimated $3K.
Lenox Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and held it in 8 quarters.
Lenox Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $3K in Q3 2017.
92 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2017.

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