Lehman Financial Resources’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-208	Closed	-$7K	–	359
2015 Q3	$7K	Hold	208	–	–	﹤0.01%	342
2015 Q2	$7K	Hold	208	–	–	﹤0.01%	340
2015 Q1	$8K	Hold	208	–	–	﹤0.01%	332
2014 Q4	$7K	Hold	208	–	–	﹤0.01%	326
2014 Q3	$6K	Hold	208	–	–	﹤0.01%	345
2014 Q2	$7K	Hold	208	–	–	﹤0.01%	321
2014 Q1	$7K	Hold	208	–	–	﹤0.01%	319
2013 Q4	$7K	Hold	208	–	–	﹤0.01%	306
2013 Q3	$6K	Hold	208	–	–	﹤0.01%	304
2013 Q2	$6K	Buy	+208	New	+$6.3K	﹤0.01%	279

Other funds holding XHB

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Lehman Financial Resources sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2015, closing a stake of 208 shares — an estimated $7K sold.

Lehman Financial Resources first reported a position in XHB in Q2 2013 and held it in 10 quarters. The position peaked at $8K in Q1 2015. 166 funds tracked by Wall St. Rank hold XHB as of Q4 2015.

Lehman Financial Resources reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 208 State Street SPDR S&P Homebuilders ETF shares in Q4 2015, an estimated $7K.
Lehman Financial Resources first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's State Street SPDR S&P Homebuilders ETF position peaked at $8K in Q1 2015.
166 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2015.

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