Lehman Financial Resources’s Barrick Mining B Stock Holding History

Lehman Financial Resources’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-3,000	Closed	-$19K	–	171
2015 Q3	$19K	Hold	3,000	–	–	0.01%	252
2015 Q2	$31K	Hold	3,000	–	–	0.02%	204
2015 Q1	$33K	Hold	3,000	–	–	0.02%	199
2014 Q4	$32K	Sell	3,000 -1,500	-33%	-$18.5K	0.02%	187
2014 Q3	$66K	Hold	4,500	–	–	0.03%	115
2014 Q2	$82K	Hold	4,500	–	–	0.04%	105
2014 Q1	$80K	Buy	4,500 +700	+18%	+$13.5K	0.04%	103
2013 Q4	$67K	Hold	3,800	–	–	0.04%	97
2013 Q3	$71K	Buy	3,800 +200	+6%	+$3.53K	0.05%	90
2013 Q2	$57K	Buy	+3,600	New	+$72.9K	0.04%	92

Other funds holding B

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lehman Financial Resources's B Position: Q4 2015 in Review

Lehman Financial Resources sold out of Barrick Mining (B) in Q4 2015, closing a stake of 3,000 shares — an estimated $19K sold.

Lehman Financial Resources first reported a position in B in Q2 2013 and held it in 10 quarters. The position peaked at $82K in Q2 2014. 415 funds tracked by Wall St. Rank hold B as of Q4 2015.

Lehman Financial Resources reported no remaining Barrick Mining position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 3,000 Barrick Mining shares in Q4 2015, an estimated $19K.
Lehman Financial Resources first reported a position in Barrick Mining in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Barrick Mining position peaked at $82K in Q2 2014.
415 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.