LFR
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Lehman Financial Resources’s ProShares Short S&P500 SH Stock Holding History

Lehman Financial Resources’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-50
Closed -$10K – 409
2014
Q1 		$10K Hold
50
– – 0.01% 288
2013
Q4 		$10K Sell
50
-61
-55% -$12.9K 0.01% 273
2013
Q3 		$25K Hold
111
– – 0.02% 181
2013
Q2 		$26K Buy
+111
New +$26.4K 0.02% 148

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Lehman Financial Resources's SH Position: Q2 2014 in Review

Lehman Financial Resources sold out of ProShares Short S&P500 (SH) in Q2 2014, closing a stake of 50 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in SH in Q2 2013 and held it in 4 quarters. The position peaked at $26K in Q2 2013. 95 funds tracked by Wall St. Rank hold SH as of Q2 2014.

  • Lehman Financial Resources reported no remaining ProShares Short S&P500 position as of Q2 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 50 ProShares Short S&P500 shares in Q2 2014, an estimated $10K.
  • Lehman Financial Resources first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 4 quarters.
  • Lehman Financial Resources's ProShares Short S&P500 position peaked at $26K in Q2 2013.
  • 95 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2014.

Based on Lehman Financial Resources's 13F filing for Q2 2014, filed 8 Aug 2014.