LFR
UL icon

Lehman Financial Resources’s Unilever UL Stock Holding History

Lehman Financial Resources’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-88,069
Closed -$4.03M – 65
2016
Q4 		$4.03M Buy
88,069
+1,693
+2% +$78.9K 2.3% 16
2016
Q3 		$4.61M Buy
86,376
+1,071
+1% +$56.6K 2.66% 13
2016
Q2 		$4.6M Sell
85,305
-662
-0.8% -$34K 2.31% 11
2016
Q1 		$4.37M Sell
85,967
-797
-0.9% -$38.8K 2.33% 12
2015
Q4 		$4.21M Buy
86,764
+272
+0.3% +$13.3K 2.27% 13
2015
Q3 		$3.97M Buy
86,492
+1,068
+1% +$51.1K 2.02% 13
2015
Q2 		$4.13M Sell
85,424
-888
-1% -$43.9K 2% 13
2015
Q1 		$4.05M Buy
86,312
+1,156
+1% +$55.4K 1.86% 12
2014
Q4 		$3.88M Buy
85,156
+83,289
+4,461% +$3.82M 1.9% 13
2014
Q3 		$88K Hold
1,867
– – 0.05% 103
2014
Q2 		$95K Hold
1,867
– – 0.05% 96
2014
Q1 		$90K Buy
1,867
+623
+50% +$28.1K 0.05% 99
2013
Q4 		$58K Hold
1,244
– – 0.04% 110
2013
Q3 		$54K Buy
+1,244
New +$56.4K 0.03% 108

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HL
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