LF
FPH icon

Lee Financial’s Five Point Holdings FPH Stock Holding History

Lee Financial’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$3K – 482
2017
Q3 		$3K Hold
200
– – ﹤0.01% 434
2017
Q2 		$3K Buy
+200
New +$3.05K ﹤0.01% 436

Other funds holding FPH

ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return

Lee Financial's FPH Position: Q4 2017 in Review

Lee Financial sold out of Five Point Holdings (FPH) in Q4 2017, closing a stake of 200 shares — an estimated $3K sold.

Lee Financial first reported a position in FPH in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 56 funds tracked by Wall St. Rank hold FPH as of Q4 2017.

  • Lee Financial reported no remaining Five Point Holdings position as of Q4 2017 after selling out during the quarter.
  • Lee Financial sold 200 Five Point Holdings shares in Q4 2017, an estimated $3K.
  • Lee Financial first reported a position in Five Point Holdings in Q2 2017 and held it in 2 quarters.
  • Lee Financial's Five Point Holdings position peaked at $3K in Q3 2017.
  • 56 funds tracked by Wall St. Rank held Five Point Holdings as of Q4 2017.

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