LF
JAG

Lee Financial’s Jagged Peak Energy Inc. JAG Stock Holding History

Lee Financial’s Portfolio JAG Stock Details JAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$6K – 789
2017
Q4 		$6K Hold
400
– – ﹤0.01% 420
2017
Q3 		$5K Hold
400
– – ﹤0.01% 413
2017
Q2 		$5K Buy
+400
New +$5.04K ﹤0.01% 405

Other funds holding JAG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lee Financial's JAG Position: Q1 2018 in Review

Lee Financial sold out of Jagged Peak Energy Inc. (JAG) in Q1 2018, closing a stake of 400 shares — an estimated $6K sold.

Lee Financial first reported a position in JAG in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 100 funds tracked by Wall St. Rank hold JAG as of Q1 2018.

  • Lee Financial reported no remaining Jagged Peak Energy Inc. position as of Q1 2018 after selling out during the quarter.
  • Lee Financial sold 400 Jagged Peak Energy Inc. shares in Q1 2018, an estimated $6K.
  • Lee Financial first reported a position in Jagged Peak Energy Inc. in Q2 2017 and held it in 3 quarters.
  • Lee Financial's Jagged Peak Energy Inc. position peaked at $6K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Jagged Peak Energy Inc. as of Q1 2018.

Based on Lee Financial's 13F filing for Q1 2018, filed 9 May 2018.