Lehman Financial Resources, Inc.

Q4 2013 13F-HR Holdings

Location
Media, PA
Holdings as of
12/31/2013
Date filed
2/11/2014
Form type
13F-HR
Num holdings
401
Total value ($000)
$161,820
Net value change ($000)
—
New positions
397
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/15/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NEE 48,351 —
BP 6,085 —
BTT 4,919 —
EPD 4,473 —
Oneok Partners LP 4,258 —
INTC 4,198 —
PFE 4,100 —
WFC 3,865 —
BAC 3,821 —
RCI 3,697 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type