Lee Financial Group Hawaii’s Nasdaq NDAQ Stock Holding History

Lee Financial Group Hawaii’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-96,819	Closed	-$2.48M	–	34
2017 Q4	$2.48M	Buy	+96,819	New	+$2.44M	2.3%	18

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial Group Hawaii's NDAQ Position: Q1 2018 in Review

Lee Financial Group Hawaii sold out of Nasdaq (NDAQ) in Q1 2018, closing a stake of 96,819 shares — an estimated $2.48M sold.

Lee Financial Group Hawaii first reported a position in NDAQ in Q4 2017 and held it in 1 quarter. The position peaked at $2.48M in Q4 2017. 495 funds tracked by Wall St. Rank hold NDAQ as of Q1 2018.

Lee Financial Group Hawaii reported no remaining Nasdaq position as of Q1 2018 after selling out during the quarter.
Lee Financial Group Hawaii sold 96,819 Nasdaq shares in Q1 2018, an estimated $2.48M.
Lee Financial Group Hawaii first reported a position in Nasdaq in Q4 2017 and held it in 1 quarter.
Lee Financial Group Hawaii's Nasdaq position peaked at $2.48M in Q4 2017.
495 funds tracked by Wall St. Rank held Nasdaq as of Q1 2018.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2018, filed 25 Apr 2018.