LF
FELP

Lee Financial’s Foresight Energy LP FELP Stock Holding History

Lee Financial’s Portfolio FELP Stock Details FELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,626
Closed -$4K – 535
2019
Q3 		$4K Hold
11,626
– – ﹤0.01% 446
2019
Q2 		$8K Hold
11,626
– – ﹤0.01% 396
2019
Q1 		$30K Hold
11,626
– – 0.01% 219
2018
Q4 		$41K Hold
11,626
– – 0.01% 191
2018
Q3 		$46K Hold
11,626
– – 0.01% 198
2018
Q2 		$48K Hold
11,626
– – 0.01% 270
2018
Q1 		$41K Buy
+11,626
New +$46K 0.01% 274
2017
Q4 		– Hold
0
– – – 187
2017
Q3 		– Hold
0
– – – 184
2017
Q2 		– Hold
0
– – – 185
2017
Q1 		– Hold
0
– – – 153
2016
Q4 		– Hold
0
– – – 150

Other funds holding FELP

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Lee Financial's FELP Position: Q4 2019 in Review

Lee Financial sold out of Foresight Energy LP (FELP) in Q4 2019, closing a stake of 11,626 shares — an estimated $4K sold.

Lee Financial first reported a position in FELP in Q1 2018 and held it in 7 quarters. The position peaked at $48K in Q2 2018. 4 funds tracked by Wall St. Rank hold FELP as of Q4 2019.

  • Lee Financial reported no remaining Foresight Energy LP position as of Q4 2019 after selling out during the quarter.
  • Lee Financial sold 11,626 Foresight Energy LP shares in Q4 2019, an estimated $4K.
  • Lee Financial first reported a position in Foresight Energy LP in Q1 2018 and held it in 7 quarters.
  • Lee Financial's Foresight Energy LP position peaked at $48K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Foresight Energy LP as of Q4 2019.

Based on Lee Financial's 13F filing for Q4 2019, filed 14 Feb 2020.