Lehman Financial Resources’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-80,000	Closed	-$2.85M	–	336
2015 Q3	$2.85M	Hold	80,000	–	–	1.45%	18
2015 Q2	$3.17M	Hold	80,000	–	–	1.54%	16
2015 Q1	$3.19M	Hold	80,000	–	–	1.46%	16
2014 Q4	$3.03M	Buy	+80,000	New	+$3.1M	1.49%	20

Other funds holding VEA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Lehman Financial Resources sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2015, closing a stake of 80,000 shares — an estimated $2.85M sold.

Lehman Financial Resources first reported a position in VEA in Q4 2014 and held it in 4 quarters. The position peaked at $3.19M in Q1 2015. 631 funds tracked by Wall St. Rank hold VEA as of Q4 2015.

Lehman Financial Resources reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 80,000 Vanguard FTSE Developed Markets ETF shares in Q4 2015, an estimated $2.85M.
Lehman Financial Resources first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2014 and held it in 4 quarters.
Lehman Financial Resources's Vanguard FTSE Developed Markets ETF position peaked at $3.19M in Q1 2015.
631 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2015.

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