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Lenox Wealth Advisors, Inc. Buys Invesco BulletShares 2021 Corporate Bond, BlackRock Enhanced Equity Dividend Trust, Blackrock Enhanced Cap&Inc Fund, Inc, Sells iShares MSCI EAFE, SPDR MSCI ACWI ex-US, iShares MSCI United Kingdom

New York, NY, based Investment company Lenox Wealth Advisors, Inc. (current portfolio) buys Invesco BulletShares 2021 Corporate Bond, BlackRock Enhanced Equity Dividend Trust, Blackrock Enhanced Cap&Inc Fund, Inc, Abbott Laboratories, Boulder Growth & Income Fund, sells iShares MSCI EAFE, SPDR MSCI ACWI ex-US, iShares MSCI United Kingdom, Vanguard S&P 500, Walgreens Boots Alliance Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Lenox Wealth Advisors, Inc.. As of 2019Q2, Lenox Wealth Advisors, Inc. owns 405 stocks with a total value of $449 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 https://www.gurufocus.com/guru/lenox+wealth+advisors%2C+inc./current-portfolio/portfolioportfolio

These are the top 5 holdings of Lenox Wealth Advisors, Inc.
  1. SPDR S&P 500 (SPY) - 311,041 shares, 20.28% of the total portfolio. Shares reduced by 3.78%
  2. iShares Edge MSCI Min Vol Global (ACWV) - 782,388 shares, 16.04% of the total portfolio. Shares added by 9.73%
  3. iShares MSCI EAFE (EFA) - 1,039,022 shares, 15.20% of the total portfolio. Shares reduced by 22.4%
  4. iShares Core S&P Mid-Cap (IJH) - 295,481 shares, 12.77% of the total portfolio. Shares added by 4.88%
  5. Invesco BulletShares 2021 Corporate Bond (BSCL) - 1,371,752 shares, 6.47% of the total portfolio. New Position
New Purchase: Invesco BulletShares 2021 Corporate Bond (BSCL)

Lenox Wealth Advisors, Inc. initiated holding in Invesco BulletShares 2021 Corporate Bond. The purchase prices were between $20.96 and $21.24, with an estimated average price of $21.06. The stock is now traded at around $21.18. The impact to a portfolio due to this purchase was 6.47%. The holding were 1,371,752 shares as of .

New Purchase: BlackRock Enhanced Equity Dividend Trust (BDJ)

Lenox Wealth Advisors, Inc. initiated holding in BlackRock Enhanced Equity Dividend Trust. The purchase prices were between $8.32 and $8.87, with an estimated average price of $8.64. The stock is now traded at around $9.01. The impact to a portfolio due to this purchase was 0.1%. The holding were 48,787 shares as of .

New Purchase: Boulder Growth & Income Fund (BIF)

Lenox Wealth Advisors, Inc. initiated holding in Boulder Growth & Income Fund. The purchase prices were between $10.53 and $11.24, with an estimated average price of $10.97. The stock is now traded at around $11.30. The impact to a portfolio due to this purchase was 0.04%. The holding were 14,678 shares as of .

New Purchase: Blackrock Enhanced Cap&Inc Fund, Inc (CII)

Lenox Wealth Advisors, Inc. initiated holding in Blackrock Enhanced Cap&Inc Fund, Inc. The purchase prices were between $15.06 and $16.25, with an estimated average price of $15.78. The stock is now traded at around $16.09. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,550 shares as of .

New Purchase: Schwab US Dividend Equity (SCHD)

Lenox Wealth Advisors, Inc. initiated holding in Schwab US Dividend Equity. The purchase prices were between $49.86 and $54.6, with an estimated average price of $52.77. The stock is now traded at around $53.99. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,525 shares as of .

New Purchase: Schwab U.S. Large-Cap Growth (SCHG)

Lenox Wealth Advisors, Inc. initiated holding in Schwab U.S. Large-Cap Growth. The purchase prices were between $76.95 and $83.91, with an estimated average price of $81.3. The stock is now traded at around $85.77. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,670 shares as of .

Added: Abbott Laboratories (ABT)

Lenox Wealth Advisors, Inc. added to a holding in Abbott Laboratories by 3843.33%. The purchase prices were between $72.88 and $85, with an estimated average price of $78.62. The stock is now traded at around $83.24. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,366 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Lenox Wealth Advisors, Inc. added to a holding in Berkshire Hathaway Inc by 55.08%. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $213.03. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,044 shares as of .

Added: Automatic Data Processing Inc (ADP)

Lenox Wealth Advisors, Inc. added to a holding in Automatic Data Processing Inc by 82.71%. The purchase prices were between $156 and $169.61, with an estimated average price of $162.47. The stock is now traded at around $164.47. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,648 shares as of .

Added: United Technologies Corp (UTX)

Lenox Wealth Advisors, Inc. added to a holding in United Technologies Corp by 349.42%. The purchase prices were between $122.94 and $142.61, with an estimated average price of $132.92. The stock is now traded at around $132.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,546 shares as of .

Added: The Walt Disney Co (DIS)

Lenox Wealth Advisors, Inc. added to a holding in The Walt Disney Co by 189.16%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $145.26. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,654 shares as of .

Added: PepsiCo Inc (PEP)

Lenox Wealth Advisors, Inc. added to a holding in PepsiCo Inc by 52.75%. The purchase prices were between $121.47 and $134.14, with an estimated average price of $128.18. The stock is now traded at around $133.48. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,667 shares as of .

Sold Out: Vanguard Total Bond Market ETF (BND)

Lenox Wealth Advisors, Inc. sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.9 and $82.88, with an estimated average price of $81.08.

Sold Out: iShares Russell 1000 (IWB)

Lenox Wealth Advisors, Inc. sold out a holding in iShares Russell 1000. The sale prices were between $151.9 and $163.68, with an estimated average price of $159.38.

Sold Out: ConocoPhillips (COP)

Lenox Wealth Advisors, Inc. sold out a holding in ConocoPhillips. The sale prices were between $57.08 and $67.69, with an estimated average price of $62.26.

Sold Out: Credit Suisse Group AG (CSGKF)

Lenox Wealth Advisors, Inc. sold out a holding in Credit Suisse Group AG. The sale prices were between $11.24 and $13.58, with an estimated average price of $12.18.

Sold Out: SPDR S&P Bank (KBE)

Lenox Wealth Advisors, Inc. sold out a holding in SPDR S&P Bank. The sale prices were between $40.66 and $45.7, with an estimated average price of $43.18.

Sold Out: State Street Corporation (STT)

Lenox Wealth Advisors, Inc. sold out a holding in State Street Corporation. The sale prices were between $54.53 and $71.71, with an estimated average price of $62.22.



Here is the complete portfolio of Lenox Wealth Advisors, Inc.. Also check out:

1. Lenox Wealth Advisors, Inc.'s Undervalued Stocks
2. Lenox Wealth Advisors, Inc.'s Top Growth Companies, and
3. Lenox Wealth Advisors, Inc.'s High Yield stocks
4. Stocks that Lenox Wealth Advisors, Inc. keeps buying

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