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James Investment Research’s Lee Enterprises LEE Stock Holding History

James Investment Research’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
2015
Q2 		– Sell
-18,578
Closed -$589K – 511
2015
Q1 		$589K Sell
18,578
-15,632
-46% -$482K 0.01% 271
2014
Q4 		$1.26M Buy
34,210
+1,410
+4% +$49.3K 0.03% 216
2014
Q3 		$1.11M Buy
32,800
+8,960
+38% +$355K 0.03% 222
2014
Q2 		$1.06M Buy
+23,840
New +$998K 0.03% 210

Other funds holding LEE

WIM
Wingspan Investment Management New York $215M AUM 30.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

James Investment Research's LEE Position: Q2 2015 in Review

James Investment Research sold out of Lee Enterprises (LEE) in Q2 2015, closing a stake of 18,578 shares — an estimated $589K sold.

James Investment Research first reported a position in LEE in Q2 2014 and held it in 4 quarters. The position peaked at $1.26M in Q4 2014. 82 funds tracked by Wall St. Rank hold LEE as of Q2 2015.

  • James Investment Research reported no remaining Lee Enterprises position as of Q2 2015 after selling out during the quarter.
  • James Investment Research sold 18,578 Lee Enterprises shares in Q2 2015, an estimated $589K.
  • James Investment Research first reported a position in Lee Enterprises in Q2 2014 and held it in 4 quarters.
  • James Investment Research's Lee Enterprises position peaked at $1.26M in Q4 2014.
  • 82 funds tracked by Wall St. Rank held Lee Enterprises as of Q2 2015.

Based on James Investment Research's 13F filing for Q2 2015, filed 17 Jul 2015.