Lehman Financial Resources’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$9K	–	298
2015 Q3	$9K	Hold	200	–	–	﹤0.01%	320
2015 Q2	$9K	Hold	200	–	–	﹤0.01%	323
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	316
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	296
2014 Q3	$10K	Hold	200	–	–	0.01%	304
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	294
2014 Q1	$10K	Hold	200	–	–	0.01%	289
2013 Q4	$10K	Hold	200	–	–	0.01%	274
2013 Q3	$10K	Hold	200	–	–	0.01%	257
2013 Q2	$10K	Buy	+200	New	+$10K	0.01%	227

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Lehman Financial Resources sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2015, closing a stake of 200 shares — an estimated $9K sold.

Lehman Financial Resources first reported a position in SRLN in Q2 2013 and held it in 10 quarters. The position peaked at $10K in Q1 2015. 86 funds tracked by Wall St. Rank hold SRLN as of Q4 2015.

Lehman Financial Resources reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 State Street Blackstone Senior Loan ETF shares in Q4 2015, an estimated $9K.
Lehman Financial Resources first reported a position in State Street Blackstone Senior Loan ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's State Street Blackstone Senior Loan ETF position peaked at $10K in Q1 2015.
86 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2015.

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