LK
SZO

Lumbard & Kellner’s DB Crude Oil Short Exchange Traded Notes due June 1, 2038 SZO Stock Holding History

Lumbard & Kellner’s Portfolio SZO Stock Details SZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-47,300
Closed -$1.85M – 98
2014
Q3 		$1.85M Buy
47,300
+1,600
+4% +$62.5K 1.31% 30
2014
Q2 		$1.58M Buy
45,700
+2,895
+7% +$99.9K 1.13% 35
2014
Q1 		$1.67M Hold
42,805
– – 1.43% 26
2013
Q4 		$1.67M Buy
+42,805
New +$1.67M 1.43% 26