Lehman Financial Resources’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-20,400	Closed	-$675K	–	346
2015 Q3	$675K	Sell	20,400 -2,300	-10%	-$83.5K	0.34%	35
2015 Q2	$927K	Hold	22,700	–	–	0.45%	34
2015 Q1	$928K	Sell	22,700 -450	-2%	-$18.3K	0.43%	33
2014 Q4	$926K	Buy	23,150 +18,700	+420%	+$770K	0.45%	36
2014 Q3	$186K	Hold	4,450	–	–	0.1%	62
2014 Q2	$192K	Sell	4,450 -300	-6%	-$12.6K	0.09%	61
2014 Q1	$193K	Sell	4,750 -300	-6%	-$11.6K	0.1%	58
2013 Q4	$208K	Hold	5,050	–	–	0.13%	57
2013 Q3	$203K	Hold	5,050	–	–	0.13%	56
2013 Q2	$196K	Buy	+5,050	New	+$212K	0.13%	51

Other funds holding VWO

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

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Lehman Financial Resources sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2015, closing a stake of 20,400 shares — an estimated $675K sold.

Lehman Financial Resources first reported a position in VWO in Q2 2013 and held it in 10 quarters. The position peaked at $928K in Q1 2015. 889 funds tracked by Wall St. Rank hold VWO as of Q4 2015.

Lehman Financial Resources reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 20,400 Vanguard FTSE Emerging Markets ETF shares in Q4 2015, an estimated $675K.
Lehman Financial Resources first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Vanguard FTSE Emerging Markets ETF position peaked at $928K in Q1 2015.
889 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2015.

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