LFR
VMRK

Lehman Financial Resources’s Vivmark Residential VMRK Stock Holding History

Lehman Financial Resources’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$19K – 423
2014
Q2 		$19K Hold
300
– – 0.01% 241
2014
Q1 		$17K Hold
300
– – 0.01% 241
2013
Q4 		$16K Hold
300
– – 0.01% 239
2013
Q3 		$16K Hold
300
– – 0.01% 225
2013
Q2 		$17K Buy
+300
New +$17.2K 0.01% 192

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Lehman Financial Resources's VMRK Position: Q3 2014 in Review

Lehman Financial Resources sold out of Vivmark Residential (VMRK) in Q3 2014, closing a stake of 300 shares — an estimated $19K sold.

Lehman Financial Resources first reported a position in VMRK in Q2 2013 and held it in 5 quarters. The position peaked at $19K in Q2 2014. 453 funds tracked by Wall St. Rank hold VMRK as of Q3 2014.

  • Lehman Financial Resources reported no remaining Vivmark Residential position as of Q3 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 300 Vivmark Residential shares in Q3 2014, an estimated $19K.
  • Lehman Financial Resources first reported a position in Vivmark Residential in Q2 2013 and held it in 5 quarters.
  • Lehman Financial Resources's Vivmark Residential position peaked at $19K in Q2 2014.
  • 453 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2014.

Based on Lehman Financial Resources's 13F filing for Q3 2014, filed 12 Nov 2014.