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Fortis Advisors’s Lee Enterprises LEE Stock Holding History

Fortis Advisors’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
2019
Q3 		– Sell
-7,062
Closed -$158K – 332
2019
Q2 		$158K Buy
7,062
+179
+3% +$4.9K 0.08% 145
2019
Q1 		$227K Hold
6,883
– – 0.12% 93
2018
Q4 		$145K Buy
6,883
+2,358
+52% +$58.4K 0.09% 138
2018
Q3 		$120K Buy
+4,525
New +$133K 0.07% 134

Other funds holding LEE

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fortis Advisors's LEE Position: Q3 2019 in Review

Fortis Advisors sold out of Lee Enterprises (LEE) in Q3 2019, closing a stake of 7,062 shares — an estimated $158K sold.

Fortis Advisors first reported a position in LEE in Q3 2018 and held it in 4 quarters. The position peaked at $227K in Q1 2019. 97 funds tracked by Wall St. Rank hold LEE as of Q3 2019.

  • Fortis Advisors reported no remaining Lee Enterprises position as of Q3 2019 after selling out during the quarter.
  • Fortis Advisors sold 7,062 Lee Enterprises shares in Q3 2019, an estimated $158K.
  • Fortis Advisors first reported a position in Lee Enterprises in Q3 2018 and held it in 4 quarters.
  • Fortis Advisors's Lee Enterprises position peaked at $227K in Q1 2019.
  • 97 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.