Number of Shares
125,928.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
2.8%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
48.83%

Lehman Financial Resources, Inc.'s SPDR S&P Bank ETF Holding Summary

As of 2018-09-30, Lehman Financial Resources, Inc. held 125,928.00 shares of SPDR S&P Bank ETF(KBE), totaling $5.86 Mil. This investment constitutes 2.8% of their stock portfolio, and Lehman Financial Resources, Inc. now holds 0.24% of the outstanding SPDR S&P Bank ETF(KBE) stock.

The initial trade took place in 2016Q4. And since then Lehman Financial Resources, Inc. has made 4 purchases of KBE, at an average price of $38.92, for a total of 132,614.00 shares. In addition, there have been 4 sales at an average price of $48.10 for 6,686.00 shares. Based on historical transaction data and KBE's current price of $58.44, Lehman Financial Resources, Inc.'s estimated gain on his KBE holdings is $2.52 Mil, reflecting a 48.83% gain to date.

Lehman Financial Resources, Inc. KBE ($58.44) Holding Chart

Lehman Financial Resources, Inc. KBE ($58.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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