Lenox Wealth Advisors, LLC Historic Quarter Change: USA Stocks, Added, 2016 Q2

Lenox Wealth Advisors, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Lenox Wealth Advisors, LLC opened 473 positions, added to 316, reduced 341 and sold out of 501.

Q2 2016: Stock PFE; Country of operation United States; Class COM; Shares before 16,118.
Q2 2016: Stock MO; Country of operation United States; Class COM; Shares before 223.
Q2 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 4,367.
Q2 2016: Stock META; Country of operation United States; Class Class A Shares; Shares before 1,290.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1569292), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-05); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-09); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-02); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-10); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-03); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2016	PFE PFIZER INCORPORATED	United States	COM	16,118	17,124	+1,006	$478,000	$603,000	+$125,000	2016-07-11
Q2 2016	MO ALTRIA GROUP INC	United States	COM	223	1,223	+1,000	$14,000	$84,000	+$70,000	2016-07-11
Q2 2016	MSFT MICROSOFT CORP	United States	COM	4,367	5,832	+1,465	$241,000	$298,000	+$57,000	2016-07-11
Q2 2016	META FACEBOOK INC CLASS A	United States	Class A Shares	1,290	1,615	+325	$147,000	$185,000	+$38,000	2016-07-11
Q2 2016	PEP PEPSICO INCORPORATED	United States	COM	7,804	7,814	+10	$800,000	$828,000	+$28,000	2016-07-11
Q2 2016	XOMXXXX EXXON MOBIL CORP		COM	2,698	2,708	+10	$226,000	$254,000	+$28,000	2016-07-11
Q2 2016	DIS WALT DISNEY CO	United States	COM	4	162	+158	$0	$16,000	+$16,000	2016-07-11
Q2 2016	GIS GENERAL MILLS INC	United States	COM	1,765	1,778	+13	$112,000	$127,000	+$15,000	2016-07-11
Q2 2016	NKE NIKE INC CLASS B	United States	Class B Shares	1,215	1,217	+2	$75,000	$67,000	-$8,000	2016-07-11
Q2 2016	PG PROCTER & GAMBLE	United States	COM	1,830	1,840	+10	$151,000	$156,000	+$5,000	2016-07-11
Q2 2016	UPS UNITED PARCEL SRVC CLASS B	United States	Class B Shares	189	190	+1	$20,000	$21,000	+$1,000	2016-07-11
Q2 2016	SLB SCHLUMBERGER LTD F		COM	145	146	+1	$11,000	$12,000	+$1,000	2016-07-11

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