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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,400	Closed	-$95K	–	362
2015 Q3	$95K	Hold	4,400	–	–	0.05%	98
2015 Q2	$91K	Hold	4,400	–	–	0.04%	112
2015 Q1	$98K	Hold	4,400	–	–	0.05%	110
2014 Q4	$104K	Hold	4,400	–	–	0.05%	94
2014 Q3	$93K	Hold	4,400	–	–	0.05%	101
2014 Q2	$97K	Hold	4,400	–	–	0.05%	94
2014 Q1	$91K	Hold	4,400	–	–	0.05%	98
2013 Q4	$84K	Hold	4,400	–	–	0.05%	89
2013 Q3	$82K	Hold	4,400	–	–	0.05%	87
2013 Q2	$83K	Buy	+4,400	New	+$86.2K	0.06%	77

Other funds holding XLU

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 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

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

Lehman Financial Resources sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2015, closing a stake of 4,400 shares — an estimated $95K sold.

Lehman Financial Resources first reported a position in XLU in Q2 2013 and held it in 10 quarters. The position peaked at $104K in Q4 2014. 446 funds tracked by Wall St. Rank hold XLU as of Q4 2015.

Lehman Financial Resources reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 4,400 State Street Utilities Select Sector SPDR ETF shares in Q4 2015, an estimated $95K.
Lehman Financial Resources first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's State Street Utilities Select Sector SPDR ETF position peaked at $104K in Q4 2014.
446 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2015.

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