LWM
OEF icon

Lyons Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Lyons Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,410
Closed -$939K – 59
2017
Q3 		$939K Buy
6,410
+689
+12% +$75.4K 1.41% 10
2017
Q2 		$807K Buy
+5,721
New +$608K 1.13% 28

Other funds holding OEF

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Lyons Wealth Management's OEF Position: Q4 2017 in Review

Lyons Wealth Management sold out of iShares S&P 100 ETF (OEF) in Q4 2017, closing a stake of 6,410 shares — an estimated $939K sold.

Lyons Wealth Management first reported a position in OEF in Q2 2017 and held it in 2 quarters. The position peaked at $939K in Q3 2017. 298 funds tracked by Wall St. Rank hold OEF as of Q4 2017.

  • Lyons Wealth Management reported no remaining iShares S&P 100 ETF position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 6,410 iShares S&P 100 ETF shares in Q4 2017, an estimated $939K.
  • Lyons Wealth Management first reported a position in iShares S&P 100 ETF in Q2 2017 and held it in 2 quarters.
  • Lyons Wealth Management's iShares S&P 100 ETF position peaked at $939K in Q3 2017.
  • 298 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.