Lehman Financial Resources’s TC Energy TRP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,000	Closed	-$63K	–	321
2015 Q3	$63K	Sell	2,000 -300	-13%	-$10.8K	0.03%	128
2015 Q2	$93K	Hold	2,300	–	–	0.05%	111
2015 Q1	$98K	Buy	2,300 +500	+28%	+$22.3K	0.05%	109
2014 Q4	$88K	Buy	1,800 +500	+38%	+$24.2K	0.04%	105
2014 Q3	$67K	Buy	1,300 +1,000	+333%	+$51.7K	0.04%	113
2014 Q2	$14K	Hold	300	–	–	0.01%	268
2014 Q1	$14K	Hold	300	–	–	0.01%	262
2013 Q4	$14K	Hold	300	–	–	0.01%	252
2013 Q3	$13K	Hold	300	–	–	0.01%	242
2013 Q2	$13K	Buy	+300	New	+$14.2K	0.01%	214

Other funds holding TRP

Royal Bank of Canada

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

TD Asset Management

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

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

Bank of Montreal

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

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

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 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