Lehman Financial Resources’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,000	Closed	-$44K	–	302
2015 Q3	$44K	Hold	1,000	–	–	0.02%	157
2015 Q2	$47K	Hold	1,000	–	–	0.02%	160
2015 Q1	$52K	Hold	1,000	–	–	0.02%	155
2014 Q4	$67K	Hold	1,000	–	–	0.03%	120
2014 Q3	$57K	Hold	1,000	–	–	0.03%	130
2014 Q2	$57K	Hold	1,000	–	–	0.03%	129
2014 Q1	$56K	Hold	1,000	–	–	0.03%	125
2013 Q4	$56K	Hold	1,000	–	–	0.03%	113
2013 Q3	$44K	Buy	+1,000	New	+$42K	0.03%	132

Other funds holding STX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

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

BFA

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

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

Lehman Financial Resources sold out of Seagate (STX) in Q4 2015, closing a stake of 1,000 shares — an estimated $44K sold.

Lehman Financial Resources first reported a position in STX in Q3 2013 and held it in 9 quarters. The position peaked at $67K in Q4 2014. 493 funds tracked by Wall St. Rank hold STX as of Q4 2015.

Lehman Financial Resources reported no remaining Seagate position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,000 Seagate shares in Q4 2015, an estimated $44K.
Lehman Financial Resources first reported a position in Seagate in Q3 2013 and held it in 9 quarters.
Lehman Financial Resources's Seagate position peaked at $67K in Q4 2014.
493 funds tracked by Wall St. Rank held Seagate as of Q4 2015.

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