Lehman Financial Resources’s iShares Select U.S. REIT ETF ICF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-800	Closed	-$37K	–	187
2015 Q3	$37K	Hold	800	–	–	0.02%	181
2015 Q2	$35K	Hold	800	–	–	0.02%	191
2015 Q1	$40K	Hold	800	–	–	0.02%	180
2014 Q4	$39K	Hold	800	–	–	0.02%	167
2014 Q3	$34K	Hold	800	–	–	0.02%	184
2014 Q2	$35K	Hold	800	–	–	0.02%	174
2014 Q1	$33K	Hold	800	–	–	0.02%	169
2013 Q4	$30K	Hold	800	–	–	0.02%	173
2013 Q3	$31K	Hold	800	–	–	0.02%	157
2013 Q2	$32K	Buy	+800	New	+$34K	0.02%	133

Other funds holding ICF

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Lehman Financial Resources sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2015, closing a stake of 800 shares — an estimated $37K sold.

Lehman Financial Resources first reported a position in ICF in Q2 2013 and held it in 10 quarters. The position peaked at $40K in Q1 2015. 279 funds tracked by Wall St. Rank hold ICF as of Q4 2015.

Lehman Financial Resources reported no remaining iShares Select U.S. REIT ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 800 iShares Select U.S. REIT ETF shares in Q4 2015, an estimated $37K.
Lehman Financial Resources first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's iShares Select U.S. REIT ETF position peaked at $40K in Q1 2015.
279 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2015.

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