LFR
SH icon

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 – 410
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

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BC
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U
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BCI
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.27B AUM 1.06% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return