Lehman Financial Resources, Inc. Historic Quarter Change: USA Everything Else, Added

Lehman Financial Resources, Inc. historic quarter change: USA Everything Else, Added

In partnership units, exchange-traded notes and anything else (listed in the US), over 15 quarters from 2012-12-31 to 2016-09-30, Lehman Financial Resources, Inc. opened 14 positions, added to 16, reduced 7 and sold out of 22.

Q3 2015: Stock POWERSHARES EXCHANGE; Country of operation —; Class DYNA BUYBK ACH; Shares before 7,700.
Q2 2015: Stock POWERSHARES EXCHANGE; Country of operation —; Class DYNA BUYBK ACH; Shares before 6,500.
Q1 2015: Stock CLAYMORE EXCHANGE; Country of operation —; Class GUGG BULSH 2022; Shares before 0.
Q1 2015: Stock CARNIVAL CORP PAIRED; Country of operation —; Class PAIRED CTF; Shares before 100.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1589661), 15 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-31); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-04); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-04-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-12-18); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-12-18); Q1 2013 (2012-12-31 to 2013-03-31, filed 2013-12-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2015	POWERSHARES EXCHANGE CUSIP 73935X286	DYNA BUYBK ACH	7,700	7,970	+270	$374,000	$348,000	-$26,000	2015-11-10
Q2 2015	POWERSHARES EXCHANGE CUSIP 73935X286	DYNA BUYBK ACH	6,500	7,700	+1,200	$321,000	$374,000	+$53,000	2015-07-31
Q1 2015	CLAYMORE EXCHANGE CUSIP 18383M258	GUGG BULSH 2022	0	4,829	+4,829	$0	$103,000	+$103,000	2015-04-30
Q1 2015	CARNIVAL CORP PAIRED CUSIP 143658300	PAIRED CTF	100	700	+600	$5,000	$33,000	+$28,000	2015-04-30
Q4 2014	POWERSHARES EXCHANGE CUSIP 73935X286	DYNA BUYBK ACH	500	6,500	+6,000	$22,000	$312,000	+$290,000	2015-04-30
Q3 2014	POWERSHARES DB U S CUSIP 73936D107	DOLL INDX BULL	300	700	+400	$6,000	$16,000	+$10,000	2014-11-12
Q3 2014	POWERSHARES DB MULTI CUSIP 73936B705	DB BASE METALS	500	700	+200	$8,000	$12,000	+$4,000	2014-11-12
Q1 2014	CLAYMORE EXCHANGE CUSIP 18383M514	GUG BULL2020 E	2,450	4,855	+2,405	$50,000	$101,000	+$51,000	2014-05-15
Q1 2014	CLAYMORE EXCHANGE CUSIP 18383M522	GUG BULL2019 E	2,435	4,840	+2,405	$50,000	$101,000	+$51,000	2014-05-15
Q1 2014	CLAYMORE EXCHANGE CUSIP 18383M530	GUG BULL2018 E	2,407	4,782	+2,375	$50,000	$101,000	+$51,000	2014-05-15
Q1 2014	GUGGENHEIM CUSIP 18383M548	GUGG CRP BD 2017	2,223	4,421	+2,198	$50,000	$101,000	+$51,000	2014-05-15
Q1 2014	GUGGENHEIM CUSIP 18383M555	GUGG CRP BD 2016	2,254	4,494	+2,240	$50,000	$101,000	+$51,000	2014-05-15
Q4 2013	KINDER MORGAN ENERGY CUSIP 494550106	UT LTD PARTNER	10,124	10,374	+250	$808,000	$837,000	+$29,000	2014-02-11
Q3 2013	KINDER MORGAN ENERGY CUSIP 494550106	UT LTD PARTNER	9,496	10,124	+628	$811,000	$808,000	-$3,000	2013-12-18
Q2 2013	KINDER MORGAN ENERGY CUSIP 494550106	UT LTD PARTNER	8,700	9,496	+796	$781,000	$811,000	+$30,000	2013-12-18
Q1 2013	CHICAGO BRIDGE & CUSIP 167250109	N Y REGISTRY SH	800	1,328	+528	$37,000	$82,000	+$45,000	2013-12-18

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