Lenox Wealth Advisors, Inc. Buys SPDR Nuveen Barclays Short Term Municipal Bond ETF, Vanguard Total Stock Market ETF, Vanguard Short-Term Corporate Bond ETF, Sells iShares Russell 1000 Value ETF, Vanguard FTSE Developed Markets ETF, Deutsche X-trackers MS

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Oct 02, 2019
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New York, NY, based Investment company Lenox Wealth Advisors, Inc. (Current Portfolio) buys SPDR Nuveen Barclays Short Term Municipal Bond ETF, Vanguard Total Stock Market ETF, Vanguard Short-Term Corporate Bond ETF, Marsh & McLennan Inc, Apple Inc, sells iShares Russell 1000 Value ETF, Vanguard FTSE Developed Markets ETF, Deutsche X-trackers MSCI EAFE Hedged Equity ETF, Vanguard S&P 500 ETF, Abbott Laboratories during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Lenox Wealth Advisors, Inc.. As of 2019Q3, Lenox Wealth Advisors, Inc. owns 624 stocks with a total value of $475 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/portfolio

These are the top 5 holdings of Lenox Wealth Advisors, Inc.
  1. SPDR S&P 500 ETF Trust (SPY) - 307,459 shares, 19.21% of the total portfolio. Shares reduced by 1.15%
  2. iShares Edge MSCI Min Volatility Global ETF (ACWV) - 794,138 shares, 15.84% of the total portfolio. Shares added by 1.50%
  3. iShares MSCI EAFE ETF (EFA) - 1,018,612 shares, 13.98% of the total portfolio. Shares reduced by 1.96%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 297,468 shares, 12.10% of the total portfolio. Shares added by 0.67%
  5. Invesco BulletShares 2021 Corporate Bond ETF (BSCL) - 1,396,029 shares, 6.25% of the total portfolio. Shares added by 1.77%
New Purchase: Carvana Co (CVNA)

Lenox Wealth Advisors, Inc. initiated holding in Carvana Co. The purchase prices were between $57.91 and $84.61, with an estimated average price of $71.87. The stock is now traded at around $64.22. The impact to a portfolio due to this purchase was 0.1%. The holding were 7,000 shares as of .

New Purchase: Invesco High Yield Equity Dividend Achievers ETF (PEY)

Lenox Wealth Advisors, Inc. initiated holding in Invesco High Yield Equity Dividend Achievers ETF. The purchase prices were between $17.28 and $18.58, with an estimated average price of $18.06. The stock is now traded at around $17.74. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,524 shares as of .

New Purchase: MPLX LP (MPLX)

Lenox Wealth Advisors, Inc. initiated holding in MPLX LP. The purchase prices were between $26.48 and $32.51, with an estimated average price of $29.33. The stock is now traded at around $27.91. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,563 shares as of .

New Purchase: Kinder Morgan Inc (KMI)

Lenox Wealth Advisors, Inc. initiated holding in Kinder Morgan Inc. The purchase prices were between $19.57 and $21.29, with an estimated average price of $20.53. The stock is now traded at around $20.17. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,560 shares as of .

New Purchase: Fidelity National Information Services Inc (FIS)

Lenox Wealth Advisors, Inc. initiated holding in Fidelity National Information Services Inc. The purchase prices were between $124.57 and $139.62, with an estimated average price of $132.74. The stock is now traded at around $129.38. The impact to a portfolio due to this purchase was 0.02%. The holding were 551 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Lenox Wealth Advisors, Inc. initiated holding in Enterprise Products Partners LP. The purchase prices were between $27.86 and $30.68, with an estimated average price of $29.11. The stock is now traded at around $28.09. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,875 shares as of .

Added: SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)

Lenox Wealth Advisors, Inc. added to a holding in SPDR Nuveen Barclays Short Term Municipal Bond ETF by 219.30%. The purchase prices were between $48.76 and $49.36, with an estimated average price of $49.1. The stock is now traded at around $48.93. The impact to a portfolio due to this purchase was 1.46%. The holding were 206,274 shares as of .

Added: Vanguard Total Stock Market ETF (VTI)

Lenox Wealth Advisors, Inc. added to a holding in Vanguard Total Stock Market ETF by 4943.18%. The purchase prices were between $144.87 and $154.41, with an estimated average price of $150.74. The stock is now traded at around $146.61. The impact to a portfolio due to this purchase was 0.9%. The holding were 28,847 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Lenox Wealth Advisors, Inc. added to a holding in Vanguard Short-Term Corporate Bond ETF by 105.63%. The purchase prices were between $80.33 and $81.29, with an estimated average price of $80.81. The stock is now traded at around $81.10. The impact to a portfolio due to this purchase was 0.8%. The holding were 90,741 shares as of .

Added: Marsh & McLennan Companies Inc (MMC)

Lenox Wealth Advisors, Inc. added to a holding in Marsh & McLennan Companies Inc by 5102.31%. The purchase prices were between $95.66 and $103.13, with an estimated average price of $100.01. The stock is now traded at around $96.08. The impact to a portfolio due to this purchase was 0.27%. The holding were 13,526 shares as of .

Added: Apple Inc (AAPL)

Lenox Wealth Advisors, Inc. added to a holding in Apple Inc by 24.78%. The purchase prices were between $193.34 and $223.97, with an estimated average price of $209.04. The stock is now traded at around $218.96. The impact to a portfolio due to this purchase was 0.15%. The holding were 16,020 shares as of .

Added: Vanguard REIT ETF (VNQ)

Lenox Wealth Advisors, Inc. added to a holding in Vanguard REIT ETF by 54.06%. The purchase prices were between $87.35 and $93.92, with an estimated average price of $90.79. The stock is now traded at around $91.98. The impact to a portfolio due to this purchase was 0.11%. The holding were 15,771 shares as of .

Sold Out: Worldpay Inc (WP)

Lenox Wealth Advisors, Inc. sold out a holding in Worldpay Inc. The sale prices were between $126.43 and $137.85, with an estimated average price of $131.16.

Sold Out: First Trust STOXX European Select Dividend Income (FDD)

Lenox Wealth Advisors, Inc. sold out a holding in First Trust STOXX European Select Dividend Income . The sale prices were between $11.85 and $12.74, with an estimated average price of $12.34.

Sold Out: Dow Inc (DOW)

Lenox Wealth Advisors, Inc. sold out a holding in Dow Inc. The sale prices were between $40.71 and $52.79, with an estimated average price of $46.79.

Sold Out: Vanguard Small-Cap ETF (VB)

Lenox Wealth Advisors, Inc. sold out a holding in Vanguard Small-Cap ETF. The sale prices were between $148.45 and $160.23, with an estimated average price of $155.06.

Sold Out: BlackRock MuniHoldings New Jersey Quality Fund Inc (MUJ)

Lenox Wealth Advisors, Inc. sold out a holding in BlackRock MuniHoldings New Jersey Quality Fund Inc. The sale prices were between $13.78 and $14.63, with an estimated average price of $14.23.

Sold Out: TC Energy Corp (TRS)

Lenox Wealth Advisors, Inc. sold out a holding in TC Energy Corp. The sale prices were between $42.42 and $47.67, with an estimated average price of $44.73.

Reduced: iShares Russell 1000 Value ETF (IWD)

Lenox Wealth Advisors, Inc. reduced to a holding in iShares Russell 1000 Value ETF by 38.58%. The sale prices were between $120.51 and $129.42, with an estimated average price of $126.34. The stock is now traded at around $124.25. The impact to a portfolio due to this sale was -0.3%. Lenox Wealth Advisors, Inc. still held 16,846 shares as of .

Reduced: Vanguard FTSE Developed Markets ETF (VEA)

Lenox Wealth Advisors, Inc. reduced to a holding in Vanguard FTSE Developed Markets ETF by 34.59%. The sale prices were between $38.87 and $42.25, with an estimated average price of $40.85. The stock is now traded at around $39.90. The impact to a portfolio due to this sale was -0.17%. Lenox Wealth Advisors, Inc. still held 35,498 shares as of .

Reduced: Deutsche X-trackers MSCI EAFE Hedged Equity ETF (DBEF)

Lenox Wealth Advisors, Inc. reduced to a holding in Deutsche X-trackers MSCI EAFE Hedged Equity ETF by 29.47%. The sale prices were between $30.04 and $32.37, with an estimated average price of $31.55. The stock is now traded at around $31.31. The impact to a portfolio due to this sale was -0.16%. Lenox Wealth Advisors, Inc. still held 54,685 shares as of .

Reduced: Vanguard S&P 500 ETF (VOO)

Lenox Wealth Advisors, Inc. reduced to a holding in Vanguard S&P 500 ETF by 83.95%. The sale prices were between $260.57 and $277.38, with an estimated average price of $271.43. The stock is now traded at around $264.57. The impact to a portfolio due to this sale was -0.06%. Lenox Wealth Advisors, Inc. still held 200 shares as of .

Reduced: Emerson Electric Co (EMR)

Lenox Wealth Advisors, Inc. reduced to a holding in Emerson Electric Co by 55.05%. The sale prices were between $56.41 and $67.29, with an estimated average price of $62.85. The stock is now traded at around $63.50. The impact to a portfolio due to this sale was -0.03%. Lenox Wealth Advisors, Inc. still held 1,942 shares as of .

Reduced: Chevron Corp (CVX)

Lenox Wealth Advisors, Inc. reduced to a holding in Chevron Corp by 80.01%. The sale prices were between $115.18 and $126.54, with an estimated average price of $121.42. The stock is now traded at around $112.29. The impact to a portfolio due to this sale was -0.03%. Lenox Wealth Advisors, Inc. still held 280 shares as of .



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