Lehman Financial Resources’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,782	Closed	-$101K	–	419
2015 Q3	$101K	Hold	4,782	–	–	0.05%	89
2015 Q2	$101K	Hold	4,782	–	–	0.05%	100
2015 Q1	$102K	Hold	4,782	–	–	0.05%	101
2014 Q4	$101K	Hold	4,782	–	–	0.05%	98
2014 Q3	$101K	Hold	4,782	–	–	0.05%	89
2014 Q2	$102K	Hold	4,782	–	–	0.05%	90
2014 Q1	$101K	Buy	4,782 +2,375	+99%	+$50.1K	0.05%	87
2013 Q4	$50K	Hold	2,407	–	–	0.03%	122
2013 Q3	$50K	Buy	+2,407	New	+$49.8K	0.03%	118

Other funds holding BSCI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

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

Lehman Financial Resources sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2015, closing a stake of 4,782 shares — an estimated $101K sold.

Lehman Financial Resources first reported a position in BSCI in Q3 2013 and held it in 9 quarters. The position peaked at $102K in Q1 2015. 98 funds tracked by Wall St. Rank hold BSCI as of Q4 2015.

Lehman Financial Resources reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 4,782 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2015, an estimated $101K.
Lehman Financial Resources first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $102K in Q1 2015.
98 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2015.

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