Lehman Financial Resources’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-200	Closed	-$8K	–	417
2014 Q3	$8K	Buy	+200	New	+$8.61K	﹤0.01%	321

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BIT

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Lehman Financial Resources's L Position: Q4 2014 in Review

Lehman Financial Resources sold out of Loews (L) in Q4 2014, closing a stake of 200 shares — an estimated $8K sold.

Lehman Financial Resources first reported a position in L in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 441 funds tracked by Wall St. Rank hold L as of Q4 2014.

Lehman Financial Resources reported no remaining Loews position as of Q4 2014 after selling out during the quarter.
Lehman Financial Resources sold 200 Loews shares in Q4 2014, an estimated $8K.
Lehman Financial Resources first reported a position in Loews in Q3 2014 and held it in 1 quarter.
Lehman Financial Resources's Loews position peaked at $8K in Q3 2014.
441 funds tracked by Wall St. Rank held Loews as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.