Lehman Financial Resources’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,557	Closed	-$90K	–	361
2015 Q3	$90K	Buy	4,557 +3,418	+300%	+$72.4K	0.05%	104
2015 Q2	$24K	Hold	1,139	–	–	0.01%	242
2015 Q1	$24K	Hold	1,139	–	–	0.01%	234
2014 Q4	$25K	Hold	1,139	–	–	0.01%	214
2014 Q3	$23K	Hold	1,139	–	–	0.01%	223
2014 Q2	$23K	Hold	1,139	–	–	0.01%	219
2014 Q1	$22K	Hold	1,139	–	–	0.01%	214
2013 Q4	$22K	Hold	1,139	–	–	0.01%	211
2013 Q3	$20K	Hold	1,139	–	–	0.01%	209
2013 Q2	$19K	Buy	+1,139	New	+$19.1K	0.01%	184

Other funds holding XLF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Lehman Financial Resources sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2015, closing a stake of 4,557 shares — an estimated $90K sold.

Lehman Financial Resources first reported a position in XLF in Q2 2013 and held it in 10 quarters. The position peaked at $90K in Q3 2015. 641 funds tracked by Wall St. Rank hold XLF as of Q4 2015.

Lehman Financial Resources reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 4,557 State Street Financial Select Sector SPDR ETF shares in Q4 2015, an estimated $90K.
Lehman Financial Resources first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's State Street Financial Select Sector SPDR ETF position peaked at $90K in Q3 2015.
641 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2015.

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