Lee Financial’s Belmond Ltd. BEL Stock Holding History

Lee Financial’s Portfolio BEL Stock Details BEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-500	Closed	-$9K	–	496
2018 Q3	$9K	Buy	+500	New	+$7.16K	﹤0.01%	357

Other funds holding BEL

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Lee Financial's BEL Position: Q4 2018 in Review

Lee Financial sold out of Belmond Ltd. (BEL) in Q4 2018, closing a stake of 500 shares — an estimated $9K sold.

Lee Financial first reported a position in BEL in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 164 funds tracked by Wall St. Rank hold BEL as of Q4 2018.

Lee Financial reported no remaining Belmond Ltd. position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 500 Belmond Ltd. shares in Q4 2018, an estimated $9K.
Lee Financial first reported a position in Belmond Ltd. in Q3 2018 and held it in 1 quarter.
Lee Financial's Belmond Ltd. position peaked at $9K in Q3 2018.
164 funds tracked by Wall St. Rank held Belmond Ltd. as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.