LCM
SCIU

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

Lee Capital Management’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
Q1 		$325K Buy
10,520
+2,134
+25% +$66.9K 0.25% 77
2017
Q4 		$259K Buy
8,386
+449
+6% +$13.7K 0.22% 72
2017
Q3 		$235K Hold
7,937
– – 0.19% 80
2017
Q2 		$228K Buy
7,937
+7
+0.1% +$198 0.2% 82
2017
Q1 		$220K Sell
7,930
-723
-8% -$19.8K 0.2% 85
2016
Q4 		$228K Buy
+8,653
New +$225K 0.21% 82

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
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lee Capital Management's SCIU Position: Q1 2018 in Review

Lee Capital Management increased its Global X Scientific Beta US ETF (SCIU) stake by 25% in Q1 2018, buying an estimated $66.9K and bringing the position to 10,520 shares worth $325K. The position accounts for 0.25% of the portfolio, ranked #77.

Lee Capital Management first reported a position in SCIU in Q4 2016 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold SCIU as of Q1 2018.

  • Lee Capital Management held 10,520 shares of Global X Scientific Beta US ETF worth $325K as of Q1 2018.
  • Lee Capital Management bought 2,134 Global X Scientific Beta US ETF shares in Q1 2018, an estimated $66.9K.
  • Global X Scientific Beta US ETF made up 0.25% of Lee Capital Management's portfolio in Q1 2018, its #77 holding.
  • Lee Capital Management first reported a position in Global X Scientific Beta US ETF in Q4 2016 and has held it in 6 quarters since.
  • 23 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.