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Avantax Planning Partners’s Lee Enterprises LEE Stock Holding History

Avantax Planning Partners’s Portfolio LEE Stock Details LEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$3K – 796
2018
Q3 		$3K Buy
+100
New +$2.94K ﹤0.01% 1261
2018
Q2 		– Sell
-100
Closed -$2K – 909
2018
Q1 		$2K Buy
+100
New +$2.37K ﹤0.01% 1608

Other funds holding LEE

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CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return

Avantax Planning Partners's LEE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Lee Enterprises (LEE) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in LEE in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 82 funds tracked by Wall St. Rank hold LEE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Lee Enterprises position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Lee Enterprises shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Lee Enterprises in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Lee Enterprises position peaked at $3K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Lee Enterprises as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.