Lehman Financial Resources’s Royal Bank of Canada RY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-400	Closed	-$24K	–	484
2015 Q2	$24K	Buy	400 +100	+33%	+$6.44K	0.01%	240
2015 Q1	$18K	Hold	300	–	–	0.01%	263
2014 Q4	$21K	Sell	300 -300	-50%	-$21.2K	0.01%	237
2014 Q3	$43K	Hold	600	–	–	0.02%	162
2014 Q2	$43K	Hold	600	–	–	0.02%	157
2014 Q1	$40K	Hold	600	–	–	0.02%	155
2013 Q4	$40K	Hold	600	–	–	0.02%	148
2013 Q3	$39K	Buy	+600	New	+$37.3K	0.03%	138

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Lehman Financial Resources's RY Position: Q3 2015 in Review

Lehman Financial Resources sold out of Royal Bank of Canada (RY) in Q3 2015, closing a stake of 400 shares — an estimated $24K sold.

Lehman Financial Resources first reported a position in RY in Q3 2013 and held it in 8 quarters. The position peaked at $43K in Q3 2014. 384 funds tracked by Wall St. Rank hold RY as of Q3 2015.

Lehman Financial Resources reported no remaining Royal Bank of Canada position as of Q3 2015 after selling out during the quarter.
Lehman Financial Resources sold 400 Royal Bank of Canada shares in Q3 2015, an estimated $24K.
Lehman Financial Resources first reported a position in Royal Bank of Canada in Q3 2013 and held it in 8 quarters.
Lehman Financial Resources's Royal Bank of Canada position peaked at $43K in Q3 2014.
384 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.