LFR
ARI

Lehman Financial Resources’s Apollo Commercial Real Estate ARI Stock Holding History

Lehman Financial Resources’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,000
Closed -$31K – 81
2015
Q3 		$31K Hold
2,000
– – 0.02% 199
2015
Q2 		$32K Buy
2,000
+1,000
+100% +$17.2K 0.02% 202
2015
Q1 		$17K Hold
1,000
– – 0.01% 266
2014
Q4 		$16K Hold
1,000
– – 0.01% 254
2014
Q3 		$16K Buy
+1,000
New +$16.5K 0.01% 260

Other funds holding ARI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Lehman Financial Resources sold out of Apollo Commercial Real Estate (ARI) in Q4 2015, closing a stake of 2,000 shares — an estimated $31K sold.

Lehman Financial Resources first reported a position in ARI in Q3 2014 and held it in 5 quarters. The position peaked at $32K in Q2 2015. 166 funds tracked by Wall St. Rank hold ARI as of Q4 2015.

  • Lehman Financial Resources reported no remaining Apollo Commercial Real Estate position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,000 Apollo Commercial Real Estate shares in Q4 2015, an estimated $31K.
  • Lehman Financial Resources first reported a position in Apollo Commercial Real Estate in Q3 2014 and held it in 5 quarters.
  • Lehman Financial Resources's Apollo Commercial Real Estate position peaked at $32K in Q2 2015.
  • 166 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2015.

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