Lehman Financial Resources’s iShares US Equity Factor ETF LRGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$201K	Buy	+6,000	New	+$200K	0.09%	95

Other funds holding LRGF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return

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

Lehman Financial Resources's LRGF Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in iShares US Equity Factor ETF (LRGF) in Q3 2018: 6,000 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #95 among its holdings.

104 funds tracked by Wall St. Rank hold LRGF as of Q3 2018.

Lehman Financial Resources held 6,000 shares of iShares US Equity Factor ETF worth $201K as of Q3 2018.
iShares US Equity Factor ETF was a new Lehman Financial Resources position in Q3 2018.
iShares US Equity Factor ETF made up 0.09% of Lehman Financial Resources's portfolio in Q3 2018, its #95 holding.
104 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.