LFR
ETN icon

Lehman Financial Resources’s Eaton ETN Stock Holding History

Lehman Financial Resources’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-800
Closed -$41K – 147
2015
Q3 		$41K Hold
800
– – 0.02% 168
2015
Q2 		$53K Hold
800
– – 0.03% 147
2015
Q1 		$54K Buy
800
+300
+60% +$20.4K 0.02% 150
2014
Q4 		$34K Sell
500
-300
-38% -$19.8K 0.02% 179
2014
Q3 		$51K Hold
800
– – 0.03% 142
2014
Q2 		$62K Hold
800
– – 0.03% 124
2014
Q1 		$60K Buy
800
+200
+33% +$14.7K 0.03% 122
2013
Q4 		$46K Buy
600
+100
+20% +$7.12K 0.03% 135
2013
Q3 		$34K Buy
500
+300
+150% +$20.1K 0.02% 145
2013
Q2 		$13K Buy
+200
New +$12.6K 0.01% 211

Other funds holding ETN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Lehman Financial Resources sold out of Eaton (ETN) in Q4 2015, closing a stake of 800 shares — an estimated $41K sold.

Lehman Financial Resources first reported a position in ETN in Q2 2013 and held it in 10 quarters. The position peaked at $62K in Q2 2014. 792 funds tracked by Wall St. Rank hold ETN as of Q4 2015.

  • Lehman Financial Resources reported no remaining Eaton position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 800 Eaton shares in Q4 2015, an estimated $41K.
  • Lehman Financial Resources first reported a position in Eaton in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Eaton position peaked at $62K in Q2 2014.
  • 792 funds tracked by Wall St. Rank held Eaton as of Q4 2015.

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