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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-600	Closed	-$12K	–	446
2015 Q1	$12K	Hold	600	–	–	0.01%	301
2014 Q4	$12K	Buy	+600	New	+$12.2K	0.01%	286

Other funds holding XLK

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Lehman Financial Resources's XLK Position: Q2 2015 in Review

Lehman Financial Resources sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2015, closing a stake of 600 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in XLK in Q4 2014 and held it in 2 quarters. The position peaked at $12K in Q1 2015. 508 funds tracked by Wall St. Rank hold XLK as of Q2 2015.

Lehman Financial Resources reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
Lehman Financial Resources sold 600 State Street Technology Select Sector SPDR ETF shares in Q2 2015, an estimated $12K.
Lehman Financial Resources first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and held it in 2 quarters.
Lehman Financial Resources's State Street Technology Select Sector SPDR ETF position peaked at $12K in Q1 2015.
508 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2015.

Based on Lehman Financial Resources's 13F filing for Q2 2015, filed 31 Jul 2015.