Lehman Financial Resources’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,150	Closed	-$22K	–	159
2015 Q3	$22K	Buy	+1,150	New	+$23.2K	0.01%	235
2015 Q1	–	Sell	-250	Closed	-$6K	–	425
2014 Q4	$6K	Hold	250	–	–	﹤0.01%	329
2014 Q3	$6K	Hold	250	–	–	﹤0.01%	339
2014 Q2	$7K	Hold	250	–	–	﹤0.01%	315
2014 Q1	$7K	Hold	250	–	–	﹤0.01%	311
2013 Q4	$6K	Hold	250	–	–	﹤0.01%	311
2013 Q3	$7K	Hold	250	–	–	﹤0.01%	286
2013 Q2	$6K	Buy	+250	New	+$6.79K	﹤0.01%	269

Other funds holding GCC

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Summit Equities Parsippany, New Jersey $601M AUM 9.74% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Lehman Financial Resources sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2015, closing a stake of 1,150 shares — an estimated $22K sold.

Lehman Financial Resources first reported a position in GCC in Q2 2013 and held it in 8 quarters. The position peaked at $22K in Q3 2015. 44 funds tracked by Wall St. Rank hold GCC as of Q4 2015.

Lehman Financial Resources reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,150 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2015, an estimated $22K.
Lehman Financial Resources first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 8 quarters.
Lehman Financial Resources's WisdomTree Enhanced Commodity Strategy Fund position peaked at $22K in Q3 2015.
44 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2015.

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