Lee Financial’s Cemex CX Stock Holding History

Lee Financial’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-20	Closed	–	–	478
2017 Q3	$0	Hold	20	–	–	﹤0.01%	485
2017 Q2	$0	Sell	20 -1	-5%	-$9	﹤0.01%	503
2017 Q1	$0	Hold	21	–	–	﹤0.01%	411
2016 Q4	$0	Buy	+21	New	+$167	﹤0.01%	419

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lee Financial's CX Position: Q4 2017 in Review

Lee Financial sold out of Cemex (CX) in Q4 2017, closing a stake of 20 shares.

Lee Financial first reported a position in CX in Q4 2016 and held it in 4 quarters. The position peaked at $0 in Q3 2017. 288 funds tracked by Wall St. Rank hold CX as of Q4 2017.

Lee Financial reported no remaining Cemex position as of Q4 2017 after selling out during the quarter.
Lee Financial sold 20 Cemex shares in Q4 2017.
Lee Financial first reported a position in Cemex in Q4 2016 and held it in 4 quarters.
Lee Financial's Cemex position peaked at $0 in Q3 2017.
288 funds tracked by Wall St. Rank held Cemex as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.