LCH
SCIU

Lee Capital Holdings’s Global X Scientific Beta US ETF SCIU Stock Holding History

Lee Capital Holdings’s Portfolio SCIU Stock Details SCIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-28,999
Closed -$960K – 78
2018
Q3 		$960K Buy
28,999
+15,604
+116% +$509K 0.69% 51
2018
Q2 		$423K Buy
+13,395
New +$420K 0.3% 70

Other funds holding SCIU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lee Capital Holdings's SCIU Position: Q4 2018 in Review

Lee Capital Holdings sold out of Global X Scientific Beta US ETF (SCIU) in Q4 2018, closing a stake of 28,999 shares — an estimated $960K sold.

Lee Capital Holdings first reported a position in SCIU in Q2 2018 and held it in 2 quarters. The position peaked at $960K in Q3 2018. 21 funds tracked by Wall St. Rank hold SCIU as of Q4 2018.

  • Lee Capital Holdings reported no remaining Global X Scientific Beta US ETF position as of Q4 2018 after selling out during the quarter.
  • Lee Capital Holdings sold 28,999 Global X Scientific Beta US ETF shares in Q4 2018, an estimated $960K.
  • Lee Capital Holdings first reported a position in Global X Scientific Beta US ETF in Q2 2018 and held it in 2 quarters.
  • Lee Capital Holdings's Global X Scientific Beta US ETF position peaked at $960K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q4 2018.

Based on Lee Capital Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.