Lehman Financial Resources’s Spectra Energy Corp Wi SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,608	Closed	-$42K	–	445
2015 Q3	$42K	Sell	1,608 -500	-24%	-$14.6K	0.02%	166
2015 Q2	$68K	Hold	2,108	–	–	0.03%	128
2015 Q1	$76K	Buy	2,108 +408	+24%	+$14.3K	0.03%	121
2014 Q4	$62K	Hold	1,700	–	–	0.03%	126
2014 Q3	$67K	Hold	1,700	–	–	0.04%	114
2014 Q2	$72K	Hold	1,700	–	–	0.03%	115
2014 Q1	$63K	Hold	1,700	–	–	0.03%	121
2013 Q4	$61K	Hold	1,700	–	–	0.04%	105
2013 Q3	$58K	Hold	1,700	–	–	0.04%	102
2013 Q2	$59K	Buy	+1,700	New	+$53.5K	0.04%	91

Other funds holding SE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BIT

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Lehman Financial Resources sold out of Spectra Energy Corp Wi (SE) in Q4 2015, closing a stake of 1,608 shares — an estimated $42K sold.

Lehman Financial Resources first reported a position in SE in Q2 2013 and held it in 10 quarters. The position peaked at $76K in Q1 2015. 760 funds tracked by Wall St. Rank hold SE as of Q4 2015.

Lehman Financial Resources reported no remaining Spectra Energy Corp Wi position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,608 Spectra Energy Corp Wi shares in Q4 2015, an estimated $42K.
Lehman Financial Resources first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Spectra Energy Corp Wi position peaked at $76K in Q1 2015.
760 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q4 2015.

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