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Lehman & Derafelo Financial Resources’s iShares S&P 100 ETF OEF Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$7K – 237
2020
Q4 		$7K Hold
40
– – ﹤0.01% 206
2020
Q3 		$6K Hold
40
– – ﹤0.01% 247
2020
Q2 		$6K Hold
40
– – ﹤0.01% 230
2020
Q1 		$5K Hold
40
– – ﹤0.01% 176
2019
Q4 		$6K Hold
40
– – ﹤0.01% 185
2019
Q3 		$5K Buy
+40
New +$5.24K ﹤0.01% 175

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lehman & Derafelo Financial Resources's OEF Position: Q1 2021 in Review

Lehman & Derafelo Financial Resources sold out of iShares S&P 100 ETF (OEF) in Q1 2021, closing a stake of 40 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in OEF in Q3 2019 and held it in 6 quarters. The position peaked at $7K in Q4 2020. 425 funds tracked by Wall St. Rank hold OEF as of Q1 2021.

  • Lehman & Derafelo Financial Resources reported no remaining iShares S&P 100 ETF position as of Q1 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 40 iShares S&P 100 ETF shares in Q1 2021, an estimated $7K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares S&P 100 ETF in Q3 2019 and held it in 6 quarters.
  • Lehman & Derafelo Financial Resources's iShares S&P 100 ETF position peaked at $7K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2021, filed 21 Apr 2021.