Lehman Financial Resources’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-100	Closed	-$4K	–	209
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	372
2015 Q2	$4K	Hold	100	–	–	﹤0.01%	375
2015 Q1	$4K	Buy	+100	New	+$3.95K	﹤0.01%	367
2014 Q4	–	Sell	-100	Closed	-$4K	–	416
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	365
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	353
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	347
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	334
2013 Q3	$4K	Buy	+100	New	+$3.61K	﹤0.01%	328

Other funds holding KRE

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

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Lehman Financial Resources sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Lehman Financial Resources first reported a position in KRE in Q3 2013 and held it in 8 quarters. The position peaked at $4K in Q3 2015. 253 funds tracked by Wall St. Rank hold KRE as of Q4 2015.

Lehman Financial Resources reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 100 State Street SPDR S&P Regional Banking ETF shares in Q4 2015, an estimated $4K.
Lehman Financial Resources first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2013 and held it in 8 quarters.
Lehman Financial Resources's State Street SPDR S&P Regional Banking ETF position peaked at $4K in Q3 2015.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2015.

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