Lee Financial’s Citizens CIA Stock Holding History

Lee Financial’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-149	Closed	-$1K	–	515
2019 Q2	$1K	Buy	+149	New	+$1.02K	﹤0.01%	501

Other funds holding CIA

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lee Financial's CIA Position: Q3 2019 in Review

Lee Financial sold out of Citizens (CIA) in Q3 2019, closing a stake of 149 shares — an estimated $1K sold.

Lee Financial first reported a position in CIA in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 55 funds tracked by Wall St. Rank hold CIA as of Q3 2019.

Lee Financial reported no remaining Citizens position as of Q3 2019 after selling out during the quarter.
Lee Financial sold 149 Citizens shares in Q3 2019, an estimated $1K.
Lee Financial first reported a position in Citizens in Q2 2019 and held it in 1 quarter.
Lee Financial's Citizens position peaked at $1K in Q2 2019.
55 funds tracked by Wall St. Rank held Citizens as of Q3 2019.

Based on Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.