Lee Financial’s Banco de Chile BCH Stock Holding History

Lee Financial’s Portfolio BCH Stock Details BCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-92	Closed	-$3K	–	491
2018 Q2	$3K	Buy	+92	New	+$2.91K	﹤0.01%	675

Other funds holding BCH

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TGA

Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lee Financial's BCH Position: Q3 2018 in Review

Lee Financial sold out of Banco de Chile (BCH) in Q3 2018, closing a stake of 92 shares — an estimated $3K sold.

Lee Financial first reported a position in BCH in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 70 funds tracked by Wall St. Rank hold BCH as of Q3 2018.

Lee Financial reported no remaining Banco de Chile position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 92 Banco de Chile shares in Q3 2018, an estimated $3K.
Lee Financial first reported a position in Banco de Chile in Q2 2018 and held it in 1 quarter.
Lee Financial's Banco de Chile position peaked at $3K in Q2 2018.
70 funds tracked by Wall St. Rank held Banco de Chile as of Q3 2018.

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