Lehman Financial Resources, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 209,898
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/8/2014 | 409 | 209,898 | 13F-HR | Lehman Financial Resources, Inc. |
| Q1 2014 | 5/15/2014 | 413 | 193,350 | 13F-HR | Lehman Financial Resources, Inc. |
| Q4 2013 | 2/11/2014 | 401 | 161,820 | 13F-HR | Lehman Financial Resources, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 202.4 K | 96.4% | 15.55 K | 0 | 15.55 K |
| ETFs | 7.517 K | 3.6% | 999 | 0 | 999 |
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Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
209,898
Holdings
409
QoQ value change ($000)
16,548
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.