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Lehman Financial Resources’s Entergy ETR Stock Holding History

Lehman Financial Resources’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-14,000
Closed -$442K – 393
2013
Q3 		$442K Hold
14,000
– – 0.28% 43
2013
Q2 		$488K Buy
+14,000
New +$482K 0.33% 38

Other funds holding ETR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $3.38T AUM 44.17% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Lehman Financial Resources sold out of Entergy (ETR) in Q4 2013, closing a stake of 14,000 shares — an estimated $442K sold.

Lehman Financial Resources first reported a position in ETR in Q2 2013 and held it in 2 quarters. The position peaked at $488K in Q2 2013. 458 funds tracked by Wall St. Rank hold ETR as of Q4 2013.

  • Lehman Financial Resources reported no remaining Entergy position as of Q4 2013 after selling out during the quarter.
  • Lehman Financial Resources sold 14,000 Entergy shares in Q4 2013, an estimated $442K.
  • Lehman Financial Resources first reported a position in Entergy in Q2 2013 and held it in 2 quarters.
  • Lehman Financial Resources's Entergy position peaked at $488K in Q2 2013.
  • 458 funds tracked by Wall St. Rank held Entergy as of Q4 2013.

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