Lee Financial’s Main Street Capital MAIN Stock Holding History

Lee Financial’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-18	Closed	-$1K	–	417
2016 Q4	$1K	Buy	+18	New	+$636	﹤0.01%	407

Other funds holding MAIN

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CLM

ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Lee Financial's MAIN Position: Q1 2017 in Review

Lee Financial sold out of Main Street Capital (MAIN) in Q1 2017, closing a stake of 18 shares — an estimated $1K sold.

Lee Financial first reported a position in MAIN in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 177 funds tracked by Wall St. Rank hold MAIN as of Q1 2017.

Lee Financial reported no remaining Main Street Capital position as of Q1 2017 after selling out during the quarter.
Lee Financial sold 18 Main Street Capital shares in Q1 2017, an estimated $1K.
Lee Financial first reported a position in Main Street Capital in Q4 2016 and held it in 1 quarter.
Lee Financial's Main Street Capital position peaked at $1K in Q4 2016.
177 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2017.

Based on Lee Financial's 13F filing for Q1 2017, filed 9 May 2017.