Lee, Danner & Bass’s St Jude Medical STJ Stock Holding History

Lee, Danner & Bass’s Portfolio STJ Stock Details STJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-5,775	Closed	-$463K	–	166
2016 Q4	$463K	Sell	5,775 -150	-3%	-$11.9K	0.05%	129
2016 Q3	$473K	Hold	5,925	–	–	0.06%	126
2016 Q2	$462K	Hold	5,925	–	–	0.06%	127
2016 Q1	$357K	Sell	5,925 -1,700	-22%	-$92.6K	0.04%	132
2015 Q4	$471K	Sell	7,625 -1,350	-15%	-$85.1K	0.06%	123
2015 Q3	$566K	Buy	+8,975	New	+$641K	0.08%	119

Other funds holding STJ

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Lee, Danner & Bass's STJ Position: Q1 2017 in Review

Lee, Danner & Bass sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 5,775 shares — an estimated $463K sold.

Lee, Danner & Bass first reported a position in STJ in Q3 2015 and held it in 6 quarters. The position peaked at $566K in Q3 2015. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

Lee, Danner & Bass reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
Lee, Danner & Bass sold 5,775 St Jude Medical shares in Q1 2017, an estimated $463K.
Lee, Danner & Bass first reported a position in St Jude Medical in Q3 2015 and held it in 6 quarters.
Lee, Danner & Bass's St Jude Medical position peaked at $566K in Q3 2015.
4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Lee, Danner & Bass's 13F filing for Q1 2017, filed 4 May 2017.