LFR
FIZZ icon

Lehman Financial Resources’s National Beverage FIZZ Stock Holding History

Lehman Financial Resources’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$15K – 154
2015
Q3 		$15K Hold
1,000
– – 0.01% 272
2015
Q2 		$11K Hold
1,000
– – 0.01% 302
2015
Q1 		$12K Hold
1,000
– – 0.01% 299
2014
Q4 		$11K Buy
+1,000
New +$12K 0.01% 291

Other funds holding FIZZ

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lehman Financial Resources sold out of National Beverage (FIZZ) in Q4 2015, closing a stake of 1,000 shares — an estimated $15K sold.

Lehman Financial Resources first reported a position in FIZZ in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q3 2015. 99 funds tracked by Wall St. Rank hold FIZZ as of Q4 2015.

  • Lehman Financial Resources reported no remaining National Beverage position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,000 National Beverage shares in Q4 2015, an estimated $15K.
  • Lehman Financial Resources first reported a position in National Beverage in Q4 2014 and held it in 4 quarters.
  • Lehman Financial Resources's National Beverage position peaked at $15K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held National Beverage as of Q4 2015.

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