Lehman Financial Resources’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-130	Closed	-$9K	–	343
2015 Q3	$9K	Buy	130 +80	+160%	+$6.14K	﹤0.01%	322
2015 Q2	$3K	Buy	+50	New	+$4K	﹤0.01%	383
2014 Q2	–	Sell	-103	Closed	-$7K	–	412
2014 Q1	$7K	Buy	+103	New	+$7.05K	﹤0.01%	317

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

WIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Lehman Financial Resources sold out of Vanguard Real Estate ETF (VNQ) in Q4 2015, closing a stake of 130 shares — an estimated $9K sold.

Lehman Financial Resources first reported a position in VNQ in Q1 2014 and held it in 3 quarters. The position peaked at $9K in Q3 2015. 771 funds tracked by Wall St. Rank hold VNQ as of Q4 2015.

Lehman Financial Resources reported no remaining Vanguard Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 130 Vanguard Real Estate ETF shares in Q4 2015, an estimated $9K.
Lehman Financial Resources first reported a position in Vanguard Real Estate ETF in Q1 2014 and held it in 3 quarters.
Lehman Financial Resources's Vanguard Real Estate ETF position peaked at $9K in Q3 2015.
771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2015.

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