LF
CEB

Lee Financial’s CEB Inc. CEB Stock Holding History

Lee Financial’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-70
Closed -$6K – 526
2017
Q1 		$6K Hold
70
– – ﹤0.01% 343
2016
Q4 		$4K Buy
+70
New +$3.87K ﹤0.01% 386

Other funds holding CEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lee Financial's CEB Position: Q2 2017 in Review

Lee Financial sold out of CEB Inc. (CEB) in Q2 2017, closing a stake of 70 shares — an estimated $6K sold.

Lee Financial first reported a position in CEB in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 1 fund tracked by Wall St. Rank holds CEB as of Q2 2017.

  • Lee Financial reported no remaining CEB Inc. position as of Q2 2017 after selling out during the quarter.
  • Lee Financial sold 70 CEB Inc. shares in Q2 2017, an estimated $6K.
  • Lee Financial first reported a position in CEB Inc. in Q4 2016 and held it in 2 quarters.
  • Lee Financial's CEB Inc. position peaked at $6K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held CEB Inc. as of Q2 2017.

Based on Lee Financial's 13F filing for Q2 2017, filed 27 Jul 2017.