Lee Financial’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

Lee Financial’s Portfolio HASI Stock Details HASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$20K	–	561
2018 Q2	$20K	Sell	1,000 -1,000	-50%	-$19K	﹤0.01%	343
2018 Q1	$39K	Buy	2,000 +1,000	+100%	+$20.4K	0.01%	276
2017 Q4	$24K	Hold	1,000	–	–	0.01%	237
2017 Q3	$24K	Hold	1,000	–	–	0.01%	229
2017 Q2	$23K	Buy	+1,000	New	+$22.1K	0.01%	237

Other funds holding HASI

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Lee Financial's HASI Position: Q3 2018 in Review

Lee Financial sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q3 2018, closing a stake of 1,000 shares — an estimated $20K sold.

Lee Financial first reported a position in HASI in Q2 2017 and held it in 5 quarters. The position peaked at $39K in Q1 2018. 169 funds tracked by Wall St. Rank hold HASI as of Q3 2018.

Lee Financial reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 1,000 Hannon Armstrong Sustainable Infrastructure Capital shares in Q3 2018, an estimated $20K.
Lee Financial first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q2 2017 and held it in 5 quarters.
Lee Financial's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $39K in Q1 2018.
169 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.