Lenox Wealth Advisors, Inc. Buys JPMorgan Diversified Return International Equity, Evolent Health Inc, Calavo Growers Inc, Sells Vanguard FTSE Emerging Markets, iShares iBoxx $ Investment Grade Corporate Bond, Alerian MLP

New York, NY, based Investment company Lenox Wealth Advisors, Inc. buys JPMorgan Diversified Return International Equity, Evolent Health Inc, Calavo Growers Inc, Moody's Corporation, Central Securities Corp, iShares Russell 2000, iShares U.S. Preferred Stock ETF, iShares GSCI Commodity-Indexed Trust Fund, SL Green Realty Corp, WisdomTree International High Dividend Fund, sells Vanguard FTSE Emerging Markets, iShares iBoxx $ Investment Grade Corporate Bond, Alerian MLP, Vanguard Financials, Microsoft Corp during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Lenox Wealth Advisors, Inc.. As of 2018-06-30, Lenox Wealth Advisors, Inc. owns 549 stocks with a total value of $414 million. These are the details of the buys and sells.

For the details of Lenox Wealth Advisors, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lenox+Wealth+Advisors%2C+Inc.

These are the top 5 holdings of Lenox Wealth Advisors, Inc.
  1. SPDR S&P 500 (SPY) - 310,972 shares, 20.37% of the total portfolio. Shares added by 1.77%
  2. iShares MSCI EAFE (EFA) - 1,073,607 shares, 17.36% of the total portfolio. Shares added by 7.86%
  3. iShares Core S&P Mid-Cap (IJH) - 276,884 shares, 13.03% of the total portfolio. Shares added by 5.60%
  4. iShares Core MSCI EAFE (IEFA) - 770,343 shares, 11.79% of the total portfolio. Shares added by 11.62%
  5. Invesco Optimum Yield Diversified Commodity Strate (PDBC) - 2,391,949 shares, 10.66% of the total portfolio. Shares added by 10.55%
New Purchase: JPMorgan Diversified Return International Equity (JPIN)

Lenox Wealth Advisors, Inc. initiated holding in JPMorgan Diversified Return International Equity. The purchase prices were between $57.07 and $61.04, with an estimated average price of $59.86. The stock is now traded at around $57.74. The impact to a portfolio due to this purchase was 5.23%. The holding were 375,955 shares as of 2018-06-30.

New Purchase: Evolent Health Inc (EVH)

Lenox Wealth Advisors, Inc. initiated holding in Evolent Health Inc. The purchase prices were between $13.8 and $23.95, with an estimated average price of $18.9. The stock is now traded at around $22.60. The impact to a portfolio due to this purchase was 0.37%. The holding were 72,784 shares as of 2018-06-30.

New Purchase: Calavo Growers Inc (CVGW)

Lenox Wealth Advisors, Inc. initiated holding in Calavo Growers Inc. The purchase prices were between $83.85 and $98.5, with an estimated average price of $93.06. The stock is now traded at around $94.60. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,041 shares as of 2018-06-30.

New Purchase: Moody's Corporation (MCO)

Lenox Wealth Advisors, Inc. initiated holding in Moody's Corporation. The purchase prices were between $158.66 and $179.21, with an estimated average price of $169.23. The stock is now traded at around $182.32. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,150 shares as of 2018-06-30.

New Purchase: Central Securities Corp (CET)

Lenox Wealth Advisors, Inc. initiated holding in Central Securities Corp. The purchase prices were between $26.49 and $28.63, with an estimated average price of $27.56. The stock is now traded at around $28.18. The impact to a portfolio due to this purchase was 0.08%. The holding were 12,119 shares as of 2018-06-30.

New Purchase: iShares U.S. Preferred Stock ETF (PFF)

Lenox Wealth Advisors, Inc. initiated holding in iShares U.S. Preferred Stock ETF. The purchase prices were between $36.91 and $37.71, with an estimated average price of $37.25. The stock is now traded at around $37.60. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,400 shares as of 2018-06-30.

Added: iShares Russell 2000 (IWM)

Lenox Wealth Advisors, Inc. added to a holding in iShares Russell 2000 by 310.58%. The purchase prices were between $148.13 and $169.97, with an estimated average price of $160. The stock is now traded at around $166.77. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,708 shares as of 2018-06-30.

Added: Vanguard S&P 500 (VOO)

Lenox Wealth Advisors, Inc. added to a holding in Vanguard S&P 500 by 39.33%. The purchase prices were between $236.48 and $256.33, with an estimated average price of $248.26. The stock is now traded at around $256.63. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,860 shares as of 2018-06-30.

Added: Zoetis Inc (ZTS)

Lenox Wealth Advisors, Inc. added to a holding in Zoetis Inc by 259.40%. The purchase prices were between $79.9 and $89.2, with an estimated average price of $84.43. The stock is now traded at around $84.58. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,682 shares as of 2018-06-30.

Added: Boeing Co (BA)

Lenox Wealth Advisors, Inc. added to a holding in Boeing Co by 308.20%. The purchase prices were between $322.44 and $371.56, with an estimated average price of $343.83. The stock is now traded at around $356.10. The impact to a portfolio due to this purchase was 0.02%. The holding were 249 shares as of 2018-06-30.

Added: Eli Lilly and Co (LLY)

Lenox Wealth Advisors, Inc. added to a holding in Eli Lilly and Co by 350.65%. The purchase prices were between $75.7 and $86.88, with an estimated average price of $82.09. The stock is now traded at around $89.07. The impact to a portfolio due to this purchase was 0.01%. The holding were 694 shares as of 2018-06-30.

Added: Norwegian Cruise Line Holdings Ltd (NCLH)

Lenox Wealth Advisors, Inc. added to a holding in Norwegian Cruise Line Holdings Ltd by 454.55%. The purchase prices were between $47.25 and $56.75, with an estimated average price of $52.66. The stock is now traded at around $47.19. The impact to a portfolio due to this purchase was 0.01%. The holding were 488 shares as of 2018-06-30.

Sold Out: CoStar Group Inc (CSGP)

Lenox Wealth Advisors, Inc. sold out a holding in CoStar Group Inc. The sale prices were between $351.13 and $417.25, with an estimated average price of $384.78.

Sold Out: Praxair Inc (PX)

Lenox Wealth Advisors, Inc. sold out a holding in Praxair Inc. The sale prices were between $142.1 and $162.27, with an estimated average price of $154.48.

Sold Out: Ford Motor Co (F)

Lenox Wealth Advisors, Inc. sold out a holding in Ford Motor Co. The sale prices were between $10.82 and $12.11, with an estimated average price of $11.45.

Sold Out: Stryker Corp (SYK)

Lenox Wealth Advisors, Inc. sold out a holding in Stryker Corp. The sale prices were between $155.17 and $179.78, with an estimated average price of $168.09.

Sold Out: IDEXX Laboratories Inc (IDXX)

Lenox Wealth Advisors, Inc. sold out a holding in IDEXX Laboratories Inc. The sale prices were between $185.56 and $227.9, with an estimated average price of $206.02.

Sold Out: iPath Bloomberg Commodity Index Total Return ETN (DJP)

Lenox Wealth Advisors, Inc. sold out a holding in iPath Bloomberg Commodity Index Total Return ETN. The sale prices were between $23.99 and $25.68, with an estimated average price of $24.91.



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