LFR
ADT

Lehman Financial Resources’s ADT Corp ADT Stock Holding History

Lehman Financial Resources’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-162
Closed -$4K – 459
2015
Q3 		$4K Hold
162
– – ﹤0.01% 382
2015
Q2 		$5K Buy
+162
New +$6.17K ﹤0.01% 365
2014
Q3 		– Sell
-55,500
Closed -$1.94M – 440
2014
Q2 		$1.94M Buy
55,500
+53,700
+2,983% +$1.72M 0.92% 28
2014
Q1 		$54K Buy
1,800
+400
+29% +$13.2K 0.03% 127
2013
Q4 		$57K Sell
1,400
-37,000
-96% -$1.52M 0.04% 112
2013
Q3 		$1.56M Buy
38,400
+200
+0.5% +$8.22K 1% 29
2013
Q2 		$1.52M Buy
+38,200
New +$1.62M 1.03% 25

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lehman Financial Resources's ADT Position: Q4 2015 in Review

Lehman Financial Resources sold out of ADT Corp (ADT) in Q4 2015, closing a stake of 162 shares — an estimated $4K sold.

Lehman Financial Resources first reported a position in ADT in Q2 2013 and held it in 7 quarters. The position peaked at $1.94M in Q2 2014. 472 funds tracked by Wall St. Rank hold ADT as of Q4 2015.

  • Lehman Financial Resources reported no remaining ADT Corp position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 162 ADT Corp shares in Q4 2015, an estimated $4K.
  • Lehman Financial Resources first reported a position in ADT Corp in Q2 2013 and held it in 7 quarters.
  • Lehman Financial Resources's ADT Corp position peaked at $1.94M in Q2 2014.
  • 472 funds tracked by Wall St. Rank held ADT Corp as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.