Lehman Financial Resources, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
+31,530
(19.5%)
New positions
29
Sold out positions
17
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
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 | 21,318 | 44.1% |
| WEP | 3,971 | 556.9% |
| BTT | 728 | 14.8% |
| BRK-B | 705 | 41.2% |
| F | 655 | 515.7% |
| EXC | 526 | 25.3% |
| BLACKROCK MUNICIPAL 2020 TERM TRUST | 487 | 222.4% |
| KINDRED HEALTHCARE INC | 474 | 17.2% |
| VITACOST COM INC | 455 | 18.2% |
| BAC | 381 | 10.0% |
Top Reduces (Value $000, Stocks/ETFs)
| O | -512 | -15.3% |
| HILLSHIRE BRANDS CO COM | -415 | -100.0% |
| RCI | -291 | -7.9% |
| EL PASO PIPELINE PARTNERS | -279 | -11.8% |
| GE | -221 | -7.1% |
| WU | -178 | -6.1% |
| iShares, Inc. | -178 | -6.6% |
| PM | -171 | -5.4% |
| PSLV | -112 | -31.1% |
| KINDER MORGAN ENERGY PARTNER UT LTD PARTNER | -70 | -8.4% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|