Lenox Wealth Management, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Lenox Wealth Management, Inc. opened 0 positions, added to 1, reduced 2, sold out of 0 and left 48 unchanged. The largest increase in value was EFA (+$17,000); the largest decrease was RWO (-$14,000).
- EFA: Country of operation —; Class ISHARES; Shares 2016-06-30 2,546; Shares 2016-09-30 2,683.
Two Form 13F-HR filings compared (SEC CIK 1464332): 2016-06-30 (filed 2016-08-15) and 2016-09-30 (filed 2016-11-16). 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; share change is the position change.
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