Lee Financial CO Closed Holding Positions

Lee Financial CO

  • $650 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Invuity Inc
Q4 2018 Filed on Feb 11, 2019
540
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2018 Filed on Feb 11, 2019
191
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
4,799
$78.02 - $105.69 $374K - $507K
SWIR
Sierra Wireless Inc

Technology
Q4 2018 Filed on Feb 11, 2019
500
$13.07 - $19.84 $6.54K - $9.92K
Hollyfrontier Corp
Q4 2018 Filed on Feb 11, 2019
3,270
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 11, 2019
69
N/A
Proshares Tr
Q4 2018 Filed on Feb 11, 2019
200
N/A
IGF
Ishares Global Infrastructure

ETFs
Q4 2018 Filed on Feb 11, 2019
210
$38.21 - $42.31 $8.02K - $8.89K
SLCA
U.S. Silica Holdings, Inc.

Energy
Q4 2018 Filed on Feb 11, 2019
6,900
$9.92 - $20.53 $68.4K - $142K
Ishares Tr
Q4 2018 Filed on Feb 11, 2019
10,181
N/A
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
775
N/A
Belmond LTD
Q4 2018 Filed on Feb 11, 2019
500
N/A
Energy Xxi Gulf Coast Inc
Q4 2018 Filed on Feb 11, 2019
1,300
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 11, 2019
6,462
N/A
Praxair Inc
Q4 2018 Filed on Feb 11, 2019
6,968
N/A
Proshares Tr
Q4 2018 Filed on Feb 11, 2019
100
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
1,400
N/A
Uqm Technologies Inc
Q4 2018 Filed on Feb 11, 2019
42,756
N/A
TU
Telus Corp

Communication Services
Q4 2018 Filed on Feb 11, 2019
415
$16.33 - $18.32 $6.78K - $7.6K
BKU
Bank United, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
215
$28.22 - $35.65 $6.07K - $7.66K
Vereit Inc
Q4 2018 Filed on Feb 11, 2019
5,046
N/A
Symantec Corp
Q4 2018 Filed on Feb 11, 2019
750
N/A
ALKS
Alkermes Plc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
240
$27.94 - $44.61 $6.71K - $10.7K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
Q3 2018 Filed on Nov 07, 2018
9,031
$19.7 - $20.87 $178K - $188K
Y
Alleghany Corp

Financial Services
Q3 2018 Filed on Nov 07, 2018
16
$575.06 - $656.06 $9.2K - $10.5K
Spdr Series Trust
Q3 2018 Filed on Nov 07, 2018
40
N/A
Valero Energy Partners LP
Q3 2018 Filed on Nov 07, 2018
853
N/A
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q3 2018 Filed on Nov 07, 2018
40
N/A
WB
Weibo Corp

Communication Services
Q3 2018 Filed on Nov 07, 2018
52
$68.72 - $90.97 $3.57K - $4.73K
Wabco Hldgs Inc
Q3 2018 Filed on Nov 07, 2018
77
N/A
Western Gas Equity Partners
Q3 2018 Filed on Nov 07, 2018
222
N/A
TSEM
Tower Semiconductor LTD

Technology
Q3 2018 Filed on Nov 07, 2018
3,000
$19.71 - $23.2 $59.1K - $69.6K
Unilever N V
Q3 2018 Filed on Nov 07, 2018
126
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q3 2018 Filed on Nov 07, 2018
51
$15.36 - $20.17 $783 - $1.03K
Therapeuticsmd Inc
Q3 2018 Filed on Nov 07, 2018
325
N/A
UBS
Ubs Group Ag

Financial Services
Q3 2018 Filed on Nov 07, 2018
165
$14.98 - $16.65 $2.47K - $2.75K
TS
Tenaris Sa

Energy
Q3 2018 Filed on Nov 07, 2018
52
$30.84 - $38.83 $1.6K - $2.02K
Transcanada Corp
Q3 2018 Filed on Nov 07, 2018
87
N/A
RGLD
Royal Gold Inc

Basic Materials
Q3 2018 Filed on Nov 07, 2018
40
$72.61 - $95.78 $2.9K - $3.83K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q3 2018 Filed on Nov 07, 2018
823
N/A
PRI
Primerica, Inc.

Financial Services
Q3 2018 Filed on Nov 07, 2018
107
$101.0 - $127.7 $10.8K - $13.7K
POST
Post Holdings, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 07, 2018
141
$55.53 - $65.87 $7.83K - $9.29K
PJT
Pjt Partners Inc.

Financial Services
Q3 2018 Filed on Nov 07, 2018
8
$52.35 - $60.78 $419 - $486
PHG
Koninklijke Philips Nv

Healthcare
Q3 2018 Filed on Nov 07, 2018
111
$41.88 - $46.37 $4.65K - $5.15K
PAAS
Pan American Silver Corp

Basic Materials
Q3 2018 Filed on Nov 07, 2018
160
$14.36 - $18.31 $2.3K - $2.93K
Nevsun Res LTD
Q3 2018 Filed on Nov 07, 2018
1,100
N/A
Northern Oil & Gas Inc Nev
Q3 2018 Filed on Nov 07, 2018
5
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2018 Filed on Nov 07, 2018
1,579
N/A
NLSN
Nielsen Holdings PLC

Industrials
Q3 2018 Filed on Nov 07, 2018
355
$21.75 - $31.88 $7.72K - $11.3K
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