LFR
SLRC icon

Lehman Financial Resources’s SLR Investment Corp SLRC Stock Holding History

Lehman Financial Resources’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-41
Closed -$1K – 435
2014
Q4 		$1K Buy
41
+1
+3% +$18 ﹤0.01% 385
2014
Q3 		$1K Hold
40
– – ﹤0.01% 407
2014
Q2 		$1K Buy
40
+1
+3% +$21 ﹤0.01% 385
2014
Q1 		$1K Hold
39
– – ﹤0.01% 393
2013
Q4 		$1K Buy
39
+1
+3% +$23 ﹤0.01% 380
2013
Q3 		$1K Buy
38
+1
+3% +$23 ﹤0.01% 369
2013
Q2 		$1K Buy
+37
New +$865 ﹤0.01% 337

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Lehman Financial Resources's SLRC Position: Q1 2015 in Review

Lehman Financial Resources sold out of SLR Investment Corp (SLRC) in Q1 2015, closing a stake of 41 shares — an estimated $1K sold.

Lehman Financial Resources first reported a position in SLRC in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2014. 104 funds tracked by Wall St. Rank hold SLRC as of Q1 2015.

  • Lehman Financial Resources reported no remaining SLR Investment Corp position as of Q1 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 41 SLR Investment Corp shares in Q1 2015, an estimated $1K.
  • Lehman Financial Resources first reported a position in SLR Investment Corp in Q2 2013 and held it in 7 quarters.
  • Lehman Financial Resources's SLR Investment Corp position peaked at $1K in Q4 2014.
  • 104 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2015.

Based on Lehman Financial Resources's 13F filing for Q1 2015, filed 30 Apr 2015.