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Lehman Financial Resources’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Lehman Financial Resources’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$446K Buy
10,414
+167
+2% +$7.21K 0.21% 55
2018
Q2 		$444K Buy
10,247
+7
+0.1% +$324 0.22% 51
2018
Q1 		$494K Buy
10,240
+25
+0.2% +$1.23K 0.25% 48
2017
Q4 		$481K Hold
10,215
– – 0.25% 48
2017
Q3 		$457K Hold
10,215
– – 0.23% 46
2017
Q2 		$420K Buy
10,215
+15
+0.1% +$611 0.24% 45
2017
Q1 		$401K Hold
10,200
– – 0.22% 45
2016
Q4 		$357K Sell
10,200
-2,200
-18% -$79.4K 0.2% 45
2016
Q3 		$464K Buy
12,400
+100
+0.8% +$3.66K 0.27% 41
2016
Q2 		$422K Sell
12,300
-400
-3% -$13.4K 0.21% 41
2016
Q1 		$434K Sell
12,700
-6,050
-32% -$187K 0.23% 43
2015
Q4 		$603K Sell
18,750
-1,100
-6% -$37.7K 0.32% 35
2015
Q3 		$650K Sell
19,850
-1,600
-7% -$56.5K 0.33% 36
2015
Q2 		$849K Hold
21,450
– – 0.41% 36
2015
Q1 		$861K Hold
21,450
– – 0.4% 36
2014
Q4 		$843K Sell
21,450
-300
-1% -$12.2K 0.41% 38
2014
Q3 		$904K Hold
21,750
– – 0.47% 35
2014
Q2 		$940K Sell
21,750
-200
-0.9% -$8.49K 0.45% 37
2014
Q1 		$900K Sell
21,950
-200
-0.9% -$7.85K 0.47% 36
2013
Q4 		$926K Sell
22,150
-1,300
-6% -$54.4K 0.57% 31
2013
Q3 		$956K Sell
23,450
-800
-3% -$31.7K 0.61% 32
2013
Q2 		$934K Buy
+24,250
New +$1.01M 0.63% 29

Other funds holding EEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Lehman Financial Resources's EEM Position: Q3 2018 in Review

Lehman Financial Resources increased its iShares MSCI Emerging Markets ETF (EEM) stake by 1.6% in Q3 2018, buying an estimated $7.21K and bringing the position to 10,414 shares worth $446K. The position accounts for 0.21% of the portfolio, ranked #55.

Lehman Financial Resources first reported a position in EEM in Q2 2013 and has held it in 22 quarters since. The position peaked at $956K in Q3 2013. 1,111 funds tracked by Wall St. Rank hold EEM as of Q3 2018.

  • Lehman Financial Resources held 10,414 shares of iShares MSCI Emerging Markets ETF worth $446K as of Q3 2018.
  • Lehman Financial Resources bought 167 iShares MSCI Emerging Markets ETF shares in Q3 2018, an estimated $7.21K.
  • iShares MSCI Emerging Markets ETF made up 0.21% of Lehman Financial Resources's portfolio in Q3 2018, its #55 holding.
  • Lehman Financial Resources first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's iShares MSCI Emerging Markets ETF position peaked at $956K in Q3 2013.
  • 1,111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.