LFR
PW

Lehman Financial Resources’s Power REIT PW Stock Holding History

Lehman Financial Resources’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10
Closed – – 272
2015
Q3 		$0 Hold
10
– – ﹤0.01% 481
2015
Q2 		$0 Hold
10
– – ﹤0.01% 438
2015
Q1 		$1K Hold
10
– – ﹤0.01% 403
2014
Q4 		$1K Hold
10
– – ﹤0.01% 383
2014
Q3 		$1K Hold
10
– – ﹤0.01% 404
2014
Q2 		$1K Hold
10
– – ﹤0.01% 382
2014
Q1 		$1K Hold
10
– – ﹤0.01% 390
2013
Q4 		$1K Hold
10
– – ﹤0.01% 377
2013
Q3 		$1K Hold
10
– – ﹤0.01% 366
2013
Q2 		$1K Buy
+10
New +$986 ﹤0.01% 335

Other funds holding PW

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Lehman Financial Resources sold out of Power REIT (PW) in Q4 2015, closing a stake of 10 shares.

Lehman Financial Resources first reported a position in PW in Q2 2013 and held it in 10 quarters. The position peaked at $1K in Q1 2015. 11 funds tracked by Wall St. Rank hold PW as of Q4 2015.

  • Lehman Financial Resources reported no remaining Power REIT position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 10 Power REIT shares in Q4 2015.
  • Lehman Financial Resources first reported a position in Power REIT in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Power REIT position peaked at $1K in Q1 2015.
  • 11 funds tracked by Wall St. Rank held Power REIT as of Q4 2015.

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