Lehman Financial Resources’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,700	Closed	-$40K	–	258
2015 Q3	$40K	Hold	1,700	–	–	0.02%	171
2015 Q2	$54K	Hold	1,700	–	–	0.03%	145
2015 Q1	$54K	Hold	1,700	–	–	0.02%	151
2014 Q4	$62K	Hold	1,700	–	–	0.03%	125
2014 Q3	$72K	Hold	1,700	–	–	0.04%	112
2014 Q2	$73K	Hold	1,700	–	–	0.03%	111
2014 Q1	$65K	Hold	1,700	–	–	0.03%	119
2013 Q4	$60K	Hold	1,700	–	–	0.04%	107
2013 Q3	$56K	Hold	1,700	–	–	0.04%	105
2013 Q2	$52K	Buy	+1,700	New	+$54.3K	0.04%	98

Other funds holding PBA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

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

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return

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

Lehman Financial Resources sold out of Pembina Pipeline (PBA) in Q4 2015, closing a stake of 1,700 shares — an estimated $40K sold.

Lehman Financial Resources first reported a position in PBA in Q2 2013 and held it in 10 quarters. The position peaked at $73K in Q2 2014. 220 funds tracked by Wall St. Rank hold PBA as of Q4 2015.

Lehman Financial Resources reported no remaining Pembina Pipeline position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,700 Pembina Pipeline shares in Q4 2015, an estimated $40K.
Lehman Financial Resources first reported a position in Pembina Pipeline in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Pembina Pipeline position peaked at $73K in Q2 2014.
220 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2015.

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