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Lehman Financial Resources’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Lehman Financial Resources’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-25
Closed -$2K – 392
2013
Q3 		$2K Hold
25
– – ﹤0.01% 353
2013
Q2 		$3K Buy
+25
New +$2.77K ﹤0.01% 308

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lehman Financial Resources's EDV Position: Q4 2013 in Review

Lehman Financial Resources sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2013, closing a stake of 25 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in EDV in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q2 2013. 15 funds tracked by Wall St. Rank hold EDV as of Q4 2013.

  • Lehman Financial Resources reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2013 after selling out during the quarter.
  • Lehman Financial Resources sold 25 Vanguard World Funds Extended Duration ETF shares in Q4 2013, an estimated $2K.
  • Lehman Financial Resources first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2013 and held it in 2 quarters.
  • Lehman Financial Resources's Vanguard World Funds Extended Duration ETF position peaked at $3K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2013.

Based on Lehman Financial Resources's 13F filing for Q4 2013, filed 11 Feb 2014.