Lehman Financial Resources, Inc. Last Quarter Change: USA Stocks, Added

Lehman Financial Resources, Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Lehman Financial Resources, Inc. opened 1 positions, added to 13, reduced 11, sold out of 6 and left 6 unchanged. The largest increase in value was BAC (+$816,000); the largest decrease was NEE (-$24,087,000).

BAC: Country of operation United States; Class COM; Shares 2016-06-30 297,166; Shares 2016-09-30 304,095.
OPK: Country of operation United States; Class COM; Shares 2016-06-30 177,150; Shares 2016-09-30 202,743.
BRKB: Country of operation —; Class CL B NEW; Shares 2016-06-30 43,675; Shares 2016-09-30 46,475.
EPD: Country of operation United States; Class COM; Shares 2016-06-30 205,660; Shares 2016-09-30 210,963.

Two Form 13F-HR filings compared (SEC CIK 1589661): 2016-06-30 (filed 2016-08-11) and 2016-09-30 (filed 2016-10-31). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2016-06-30	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
BAC BANK OF AMERICA CORP	United States	COM	297,166	304,095	+6,929	$3,943,000	$4,759,000	+$816,000
OPK OPKO HEALTH INC	United States	COM	177,150	202,743	+25,593	$1,654,000	$2,147,000	+$493,000
BRKB BERKSHIRE HATHAWAY		CL B NEW	43,675	46,475	+2,800	$6,323,000	$6,714,000	+$391,000
EPD ENTERPRISE PRODUCTS	United States	COM	205,660	210,963	+5,303	$6,017,000	$5,828,000	-$189,000
PFE PFIZER INC	United States	COM	194,955	197,262	+2,307	$6,864,000	$6,681,000	-$183,000
AAPL APPLE INC	United States	COM	5,536	5,637	+101	$529,000	$637,000	+$108,000
KMI KINDER MORGAN INC	United States	COM	18,942	19,742	+800	$354,000	$456,000	+$102,000
GLD SPDR GOLD TR GOLD	United States	GOLD SHS	5,628	6,400	+772	$711,000	$804,000	+$93,000
F FORD MTR CO DEL	United States	COM PAR $0.01	144,748	146,648	+1,900	$1,819,000	$1,770,000	-$49,000
CVX CHEVRON CORP NEW COM	United States	COM	34,383	34,684	+301	$3,604,000	$3,569,000	-$35,000
XOMXXXX EXXON MOBIL CORP		COM	6,825	7,125	+300	$639,000	$621,000	-$18,000
WFC WELLS FARGO & CO	United States	COM	5,900	5,903	+3	$279,000	$261,000	-$18,000
T AT&T INC COM USD1	United States	COM	12,829	13,312	+483	$554,000	$540,000	-$14,000

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