LF
LUB

Lee Financial’s Luby's Inc. LUB Stock Holding History

Lee Financial’s Portfolio LUB Stock Details LUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,000
Closed -$17K – 845
2018
Q1 		$17K Buy
+6,000
New +$17.2K ﹤0.01% 381

Other funds holding LUB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lee Financial's LUB Position: Q2 2018 in Review

Lee Financial sold out of Luby's Inc. (LUB) in Q2 2018, closing a stake of 6,000 shares — an estimated $17K sold.

Lee Financial first reported a position in LUB in Q1 2018 and held it in 1 quarter. The position peaked at $17K in Q1 2018. 40 funds tracked by Wall St. Rank hold LUB as of Q2 2018.

  • Lee Financial reported no remaining Luby's Inc. position as of Q2 2018 after selling out during the quarter.
  • Lee Financial sold 6,000 Luby's Inc. shares in Q2 2018, an estimated $17K.
  • Lee Financial first reported a position in Luby's Inc. in Q1 2018 and held it in 1 quarter.
  • Lee Financial's Luby's Inc. position peaked at $17K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Luby's Inc. as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.