Lehman Financial Resources’s BGC Group BGC Stock Holding History

Lehman Financial Resources’s Portfolio BGC Stock Details BGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-778	Closed	-$4K	–	91
2015 Q3	$4K	Hold	778	–	–	﹤0.01%	364
2015 Q2	$4K	Hold	778	–	–	﹤0.01%	368
2015 Q1	$5K	Hold	778	–	–	﹤0.01%	356
2014 Q4	$5K	Hold	778	–	–	﹤0.01%	336
2014 Q3	$4K	Hold	778	–	–	﹤0.01%	359
2014 Q2	$4K	Hold	778	–	–	﹤0.01%	348
2014 Q1	$3K	Hold	778	–	–	﹤0.01%	362
2013 Q4	$3K	Hold	778	–	–	﹤0.01%	345
2013 Q3	$3K	Hold	778	–	–	﹤0.01%	335
2013 Q2	$3K	Buy	+778	New	+$2.83K	﹤0.01%	303

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Lehman Financial Resources sold out of BGC Group (BGC) in Q4 2015, closing a stake of 778 shares — an estimated $4K sold.

Lehman Financial Resources first reported a position in BGC in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q1 2015. 192 funds tracked by Wall St. Rank hold BGC as of Q4 2015.

Lehman Financial Resources reported no remaining BGC Group position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 778 BGC Group shares in Q4 2015, an estimated $4K.
Lehman Financial Resources first reported a position in BGC Group in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's BGC Group position peaked at $5K in Q1 2015.
192 funds tracked by Wall St. Rank held BGC Group as of Q4 2015.

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