Lehman Financial Resources’s iShares China Large-Cap ETF FXI Stock Holding History

Lehman Financial Resources’s Portfolio FXI Stock Details FXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-231	Closed	-$8K	–	157
2015 Q3	$8K	Hold	231	–	–	﹤0.01%	326
2015 Q2	$10K	Hold	231	–	–	﹤0.01%	310
2015 Q1	$10K	Hold	231	–	–	﹤0.01%	312
2014 Q4	$10K	Hold	231	–	–	﹤0.01%	295
2014 Q3	$9K	Buy	+231	New	+$9.25K	﹤0.01%	308

Other funds holding FXI

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Lehman Financial Resources sold out of iShares China Large-Cap ETF (FXI) in Q4 2015, closing a stake of 231 shares — an estimated $8K sold.

Lehman Financial Resources first reported a position in FXI in Q3 2014 and held it in 5 quarters. The position peaked at $10K in Q2 2015. 283 funds tracked by Wall St. Rank hold FXI as of Q4 2015.

Lehman Financial Resources reported no remaining iShares China Large-Cap ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 231 iShares China Large-Cap ETF shares in Q4 2015, an estimated $8K.
Lehman Financial Resources first reported a position in iShares China Large-Cap ETF in Q3 2014 and held it in 5 quarters.
Lehman Financial Resources's iShares China Large-Cap ETF position peaked at $10K in Q2 2015.
283 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q4 2015.

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