Lenox Wealth Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q1 2022 - Apr 14, 2022
Value $
$798M
Signature - Title
Gregory Reynholds - Chief Compliance Officer
Location
90 Park Avenue, Suite 1700, New York, NY
Holdings Value

List of Other Managers Reporting for Lenox Wealth Advisors, LLC:

Name Holdings Value Location File Number
ALLIANCEBERNSTEIN L.P. $286B Nashville, TN 028-10562
NATIXIS ADVISORS, LLC $45.9B Boston, MA 028-05788
EARNEST PARTNERS LLC $21.4B Atlanta, GA 028-05269
GW&K Investment Management, LLC $10.9B Boston, MA 028-04145
SpiderRock Advisors, LLC $3.8B Wilimington, DE 028-18017
ALTA CAPITAL MANAGEMENT LLC/ $1.59B Salt Lake City, UT 028-05119
SCHAFER CULLEN CAPITAL MANAGEMENT INC $491M New York, NY 028-04691
Aperio Group, LLC Sausalito, CA 028-11964
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST Philadelphia, PA 028-05267
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
TCW ASSET MANAGEMENT CO LLC Los Angeles, CA 028-00787
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2022 722 $798M +$29.4M -$12.9M +$16.4M IJH, ACWV, SPY, IEFA, SPLG 13F-HR 4/14/2022, 10:17 AM
Q4 2021 878 $831M +$13.7M -$7.56M +$6.18M IJH, ACWV, SPY, IEFA, SPLG 13F-HR 1/19/2022, 09:33 AM
Q3 2021 681 $777M +$15.1M -$8.49M +$6.66M IJH, ACWV, SPY, IEFA, SPLG 13F-HR 10/12/2021, 09:13 AM
Q2 2021 680 $781M +$71.5M -$56.8M +$14.7M IJH, ACWV, SPY, IEFA, DTH 13F-HR 7/8/2021, 10:23 AM
Q1 2021 660 $729M +$14.2M -$31.2M -$16.9M IJH, SPY, ACWV, IEFA, PUTW 13F-HR 4/26/2021, 08:42 AM
Q4 2020 602 $703M +$11.3M -$52.4M -$41.1M IJH, SPY, ACWV, IEFA, PUTW 13F-HR 1/19/2021, 10:05 AM
Q3 2020 554 $665M +$56.8M -$56.2M +$587K SPY, IJH, ACWV, IEFA, PUTW 13F-HR 10/7/2020, 11:47 AM
Q2 2020 564 $631M +$21.3M -$18.2M +$3.05M SPY, IJH, ACWV, IEFA, GSLC 13F-HR 7/14/2020, 10:32 AM
Q1 2020 727 $536M +$136M -$116M +$20.2M SPY, ACWV, IJH, IEFA, GSLC 13F-HR 4/3/2020, 03:05 PM
Q4 2019 693 $643M +$19.1M -$13.5M +$5.59M SPY, ACWV, EFA, IJH, GSLC 13F-HR 1/6/2020, 10:12 AM
Q3 2019 597 $600M +$34.5M -$8.99M +$25.5M SPY, ACWV, EFA, IJH, GSLC 13F-HR 10/2/2019, 04:31 PM
Q2 2019 389 $573M +$68.1M -$40.2M +$27.9M SPY, ACWV, EFA, IJH, GSLC 13F-HR 7/12/2019, 10:10 AM
Q1 2019 601 $533M +$18.1M -$5.58M +$12.5M SPY, EFA, ACWV, IJH, GSLC 13F-HR 4/9/2019, 05:22 PM
Q4 2018 364 $471M +$142M -$90.2M +$52.2M SPY, EFA, ACWV, IJH, GSLC 13F-HR 1/9/2019, 09:33 AM
Q3 2018 401 $492M +$29M -$6.64M +$22.4M SPY, EFA, IJH, IEFA, PDBC 13F-HR 10/9/2018, 09:35 AM
Q2 2018 537 $453M +$35.3M -$13.4M +$21.8M SPY, EFA, IJH, IEFA, PDBC 13F-HR 7/16/2018, 04:38 PM
Q1 2018 542 $429M +$122M -$45.7M +$76.1M SPY, EFA, IJH, IEFA, PDBC 13F-HR 4/13/2018, 11:11 AM
Q4 2017 377 $357M +$33.8M -$16.7M +$17.2M SPY, EFA, IJH, DBEF, GSLC 13F-HR 1/29/2018, 12:59 PM
Q3 2017 231 $324M +$9.48M -$1.91M +$7.57M SPY, DBEF, EFA, IJH, GSLC 13F-HR 10/4/2017, 04:49 PM
Q2 2017 98 $305M +$5.76M -$37.4M -$31.6M SPY, DBEF, EFA, IJH, GSLC 13F-HR 7/10/2017, 12:52 PM
Q1 2017 86 $328M +$6.7M -$5.66M +$1.04M SPY, DBEF, EFA, IJH, PBP 13F-HR 4/7/2017, 03:19 PM
Q4 2016 106 $310M +$17.6M -$55.4M -$37.8M SPY, DBEF, IJH, EFA, PBP 13F-HR 1/9/2017, 01:55 PM
Q3 2016 202 $339M +$4.89M -$20.4M -$15.6M SPY, DBEF, EFA, IJH, PBP 13F-HR 10/5/2016, 02:42 PM
Q2 2016 201 $340M +$26.1M -$20.1M +$5.92M SPY, DBEF, EFA, IJH, PBP 13F-HR 7/11/2016, 04:04 PM
Q1 2016 246 $334M +$28M -$4.23M +$23.8M SPY, DBEF, EFA, IJH, PBP 13F-HR 4/11/2016, 12:12 PM
Q4 2015 494 $314M +$44.3M -$22.4M +$21.8M DBEF, SPY, EFA, IJH, PBP 13F-HR 1/8/2016, 05:19 PM
Q3 2015 401 $283M +$72.2M -$886K +$71.3M DBEF, SPY, EFA, IJH, SEA 13F-HR 10/13/2015, 02:28 PM
Q2 2015 294 $234M +$16.2M -$23.5M -$7.39M SPY, DBEF, IJH, EFA, SEA 13F-HR 7/9/2015, 09:39 AM
Q1 2015 323 $248M +$13M -$18.4M -$5.39M DBEF, SPY, IJH, SEA, EFA 13F-HR 4/15/2015, 09:44 AM
Q4 2014 323 $240M +$68.5M -$54.7M +$13.8M SPY, DBEF, IJH, SEA, EFA 13F-HR 2/17/2015, 04:57 PM
Q3 2014 280 $226M +$14.9M -$3.96M +$11M SPY, IJH, IEFA, DBEF, SEA 13F-HR 10/2/2014, 02:53 PM
Q2 2014 182 $222M +$75.1M -$51.2M +$24M SPY, IJH, IEFA, DBEF, SEA 13F-HR 7/10/2014, 09:12 AM
Q1 2014 191 $171M +$65.3M -$32.2M +$33.1M SPY, SCZ, IJH, SEA, IWD 13F-HR 4/3/2014, 10:16 AM
Q4 2013 376 $142M $0 $0 SPY, IJH, DBEF, SCZ, IWD 13F-HR 1/21/2014, 01:04 PM