Lehman Financial Resources’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-450	Closed	-$28K	–	358
2015 Q3	$28K	Hold	450	–	–	0.01%	211
2015 Q2	$37K	Hold	450	–	–	0.02%	186
2015 Q1	$34K	Hold	450	–	–	0.02%	195
2014 Q4	$28K	Hold	450	–	–	0.01%	198
2014 Q3	$23K	Hold	450	–	–	0.01%	222
2014 Q2	$23K	Hold	450	–	–	0.01%	218
2014 Q1	$21K	Hold	450	–	–	0.01%	218
2013 Q4	$20K	Hold	450	–	–	0.01%	221
2013 Q3	$19K	Hold	450	–	–	0.01%	216
2013 Q2	$16K	Buy	+450	New	+$15.8K	0.01%	198

Other funds holding XBI

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

Lehman Financial Resources sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2015, closing a stake of 450 shares — an estimated $28K sold.

Lehman Financial Resources first reported a position in XBI in Q2 2013 and held it in 10 quarters. The position peaked at $37K in Q2 2015. 199 funds tracked by Wall St. Rank hold XBI as of Q4 2015.

Lehman Financial Resources reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 450 State Street SPDR S&P Biotech ETF shares in Q4 2015, an estimated $28K.
Lehman Financial Resources first reported a position in State Street SPDR S&P Biotech ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's State Street SPDR S&P Biotech ETF position peaked at $37K in Q2 2015.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2015.

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