LFR
TAYC

Lehman Financial Resources’s TAYLOR CAPITAL GROUP INC TAYC Stock Holding History

Lehman Financial Resources’s Portfolio TAYC Stock Details TAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-400
Closed -$10K – 425
2014
Q1 		$10K Hold
400
– – 0.01% 294
2013
Q4 		$11K Hold
400
– – 0.01% 270
2013
Q3 		$9K Hold
400
– – 0.01% 272
2013
Q2 		$7K Buy
+400
New +$6.36K ﹤0.01% 263

Other funds holding TAYC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lehman Financial Resources sold out of TAYLOR CAPITAL GROUP INC (TAYC) in Q2 2014, closing a stake of 400 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in TAYC in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q4 2013. 79 funds tracked by Wall St. Rank hold TAYC as of Q2 2014.

  • Lehman Financial Resources reported no remaining TAYLOR CAPITAL GROUP INC position as of Q2 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 400 TAYLOR CAPITAL GROUP INC shares in Q2 2014, an estimated $10K.
  • Lehman Financial Resources first reported a position in TAYLOR CAPITAL GROUP INC in Q2 2013 and held it in 4 quarters.
  • Lehman Financial Resources's TAYLOR CAPITAL GROUP INC position peaked at $11K in Q4 2013.
  • 79 funds tracked by Wall St. Rank held TAYLOR CAPITAL GROUP INC as of Q2 2014.

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