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Lee Financial’s Phunware PHUN Stock Holding History

Lee Financial’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16
Closed -$8K – 495
2017
Q3 		$8K Buy
+16
New +$8.11K ﹤0.01% 375

Other funds holding PHUN

BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Lee Financial's PHUN Position: Q4 2017 in Review

Lee Financial sold out of Phunware (PHUN) in Q4 2017, closing a stake of 16 shares — an estimated $8K sold.

Lee Financial first reported a position in PHUN in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 17 funds tracked by Wall St. Rank hold PHUN as of Q4 2017.

  • Lee Financial reported no remaining Phunware position as of Q4 2017 after selling out during the quarter.
  • Lee Financial sold 16 Phunware shares in Q4 2017, an estimated $8K.
  • Lee Financial first reported a position in Phunware in Q3 2017 and held it in 1 quarter.
  • Lee Financial's Phunware position peaked at $8K in Q3 2017.
  • 17 funds tracked by Wall St. Rank held Phunware as of Q4 2017.

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