LFR
ULQ

Lehman Financial Resources’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Lehman Financial Resources’s Portfolio ULQ Stock Details ULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$5K – 457
2014
Q3 		$5K Buy
+100
New +$5K ﹤0.01% 358

Other funds holding ULQ

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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Lehman Financial Resources's ULQ Position: Q4 2014 in Review

Lehman Financial Resources sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q4 2014, closing a stake of 100 shares — an estimated $5K sold.

Lehman Financial Resources first reported a position in ULQ in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 54 funds tracked by Wall St. Rank hold ULQ as of Q4 2014.

  • Lehman Financial Resources reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q4 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 100 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q4 2014, an estimated $5K.
  • Lehman Financial Resources first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q3 2014 and held it in 1 quarter.
  • Lehman Financial Resources's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $5K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.