LF
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Lee Financial’s PJT Partners PJT Stock Holding History

Lee Financial’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8
Closed – – 643
2018
Q2 		$0 Hold
8
– – ﹤0.01% 819
2018
Q1 		$0 Buy
+8
New +$386 ﹤0.01% 768

Other funds holding PJT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee Financial's PJT Position: Q3 2018 in Review

Lee Financial sold out of PJT Partners (PJT) in Q3 2018, closing a stake of 8 shares.

Lee Financial first reported a position in PJT in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 205 funds tracked by Wall St. Rank hold PJT as of Q3 2018.

  • Lee Financial reported no remaining PJT Partners position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 8 PJT Partners shares in Q3 2018.
  • Lee Financial first reported a position in PJT Partners in Q1 2018 and held it in 2 quarters.
  • Lee Financial's PJT Partners position peaked at $0 in Q2 2018.
  • 205 funds tracked by Wall St. Rank held PJT Partners as of Q3 2018.

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