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Lehman Financial Resources’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Lehman Financial Resources’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5
Closed – – 136
2015
Q3 		$0 Hold
5
– – ﹤0.01% 459
2015
Q2 		$0 Hold
5
– – ﹤0.01% 431
2015
Q1 		$0 Hold
5
– – ﹤0.01% 423
2014
Q4 		$0 Buy
+5
New +$218 ﹤0.01% 410

Other funds holding DVYE

BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lehman Financial Resources sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2015, closing a stake of 5 shares.

Lehman Financial Resources first reported a position in DVYE in Q4 2014 and held it in 4 quarters. The position peaked at $0 in Q3 2015. 42 funds tracked by Wall St. Rank hold DVYE as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 5 iShares Emerging Markets Dividend ETF shares in Q4 2015.
  • Lehman Financial Resources first reported a position in iShares Emerging Markets Dividend ETF in Q4 2014 and held it in 4 quarters.
  • Lehman Financial Resources's iShares Emerging Markets Dividend ETF position peaked at $0 in Q3 2015.
  • 42 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2015.

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