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

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

IGIM

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

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

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

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

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

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

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

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

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

Lehman Financial Resources sold out of TC Energy (TRP) in Q4 2015, closing a stake of 2,000 shares — an estimated $63K sold.

Lehman Financial Resources first reported a position in TRP in Q2 2013 and held it in 10 quarters. The position peaked at $98K in Q1 2015. 331 funds tracked by Wall St. Rank hold TRP as of Q4 2015.

Lehman Financial Resources reported no remaining TC Energy position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 2,000 TC Energy shares in Q4 2015, an estimated $63K.
Lehman Financial Resources first reported a position in TC Energy in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's TC Energy position peaked at $98K in Q1 2015.
331 funds tracked by Wall St. Rank held TC Energy as of Q4 2015.

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