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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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