Lee Financial’s iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 BAL Stock Holding History

Lee Financial’s Portfolio BAL Stock Details BAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-123	Closed	-$6K	–	556
2017 Q2	$6K	Buy	+123	New	+$5.98K	﹤0.01%	394

Other funds holding BAL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Lee Financial's BAL Position: Q3 2017 in Review

Lee Financial sold out of iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 (BAL) in Q3 2017, closing a stake of 123 shares — an estimated $6K sold.

Lee Financial first reported a position in BAL in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 10 funds tracked by Wall St. Rank hold BAL as of Q3 2017.

Lee Financial reported no remaining iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 position as of Q3 2017 after selling out during the quarter.
Lee Financial sold 123 iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 shares in Q3 2017, an estimated $6K.
Lee Financial first reported a position in iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 in Q2 2017 and held it in 1 quarter.
Lee Financial's iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 position peaked at $6K in Q2 2017.
10 funds tracked by Wall St. Rank held iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.