Lehman Financial Resources’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-3,904	Closed	-$52K	–	476
2015 Q2	$52K	Hold	3,904	–	–	0.03%	149
2015 Q1	$55K	Hold	3,904	–	–	0.03%	145
2014 Q4	$55K	Hold	3,904	–	–	0.03%	136
2014 Q3	$52K	Hold	3,904	–	–	0.03%	138
2014 Q2	$54K	Hold	3,904	–	–	0.03%	134
2014 Q1	$52K	Hold	3,904	–	–	0.03%	134
2013 Q4	$49K	Hold	3,904	–	–	0.03%	129
2013 Q3	$50K	Hold	3,904	–	–	0.03%	116
2013 Q2	$55K	Buy	+3,904	New	+$57.8K	0.04%	96

Other funds holding MHN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Lehman Financial Resources's MHN Position: Q3 2015 in Review

Lehman Financial Resources sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q3 2015, closing a stake of 3,904 shares — an estimated $52K sold.

Lehman Financial Resources first reported a position in MHN in Q2 2013 and held it in 9 quarters. The position peaked at $55K in Q1 2015. 28 funds tracked by Wall St. Rank hold MHN as of Q3 2015.

Lehman Financial Resources reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q3 2015 after selling out during the quarter.
Lehman Financial Resources sold 3,904 BlackRock MuniHoldings New Yrok Quality Fund shares in Q3 2015, an estimated $52K.
Lehman Financial Resources first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q2 2013 and held it in 9 quarters.
Lehman Financial Resources's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $55K in Q1 2015.
28 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.