LF
ATH

Lee Financial’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Lee Financial’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-700
Closed -$31K – 771
2018
Q2 		$31K Sell
700
-700
-50% -$32.8K 0.01% 300
2018
Q1 		$67K Buy
1,400
+700
+100% +$34.9K 0.02% 238
2017
Q4 		$36K Hold
700
– – 0.01% 210
2017
Q3 		$38K Hold
700
– – 0.01% 200
2017
Q2 		$35K Buy
+700
New +$35.9K 0.01% 213

Other funds holding ATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lee Financial's ATH Position: Q3 2018 in Review

Lee Financial sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q3 2018, closing a stake of 700 shares — an estimated $31K sold.

Lee Financial first reported a position in ATH in Q2 2017 and held it in 5 quarters. The position peaked at $67K in Q1 2018. 286 funds tracked by Wall St. Rank hold ATH as of Q3 2018.

  • Lee Financial reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 700 Athene Holding Ltd. Class A Common Shares shares in Q3 2018, an estimated $31K.
  • Lee Financial first reported a position in Athene Holding Ltd. Class A Common Shares in Q2 2017 and held it in 5 quarters.
  • Lee Financial's Athene Holding Ltd. Class A Common Shares position peaked at $67K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.