LF
PRA

Lee Financial’s ProAssurance PRA Stock Holding History

Lee Financial’s Portfolio PRA Stock Details PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-165
Closed -$7K – 542
2018
Q4 		$7K Sell
165
-195
-54% -$8.36K ﹤0.01% 338
2018
Q3 		$17K Hold
360
– – ﹤0.01% 268
2018
Q2 		$13K Hold
360
– – ﹤0.01% 433
2018
Q1 		$17K Buy
360
+195
+118% +$10.1K ﹤0.01% 379
2017
Q4 		$9K Hold
165
– – ﹤0.01% 357
2017
Q3 		$9K Hold
165
– – ﹤0.01% 355
2017
Q2 		$10K Sell
165
-35
-18% -$2.1K ﹤0.01% 324
2017
Q1 		$12K Hold
200
– – ﹤0.01% 256
2016
Q4 		$11K Buy
+200
New +$11.1K 0.01% 276

Other funds holding PRA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lee Financial's PRA Position: Q1 2019 in Review

Lee Financial sold out of ProAssurance (PRA) in Q1 2019, closing a stake of 165 shares — an estimated $7K sold.

Lee Financial first reported a position in PRA in Q4 2016 and held it in 9 quarters. The position peaked at $17K in Q3 2018. 197 funds tracked by Wall St. Rank hold PRA as of Q1 2019.

  • Lee Financial reported no remaining ProAssurance position as of Q1 2019 after selling out during the quarter.
  • Lee Financial sold 165 ProAssurance shares in Q1 2019, an estimated $7K.
  • Lee Financial first reported a position in ProAssurance in Q4 2016 and held it in 9 quarters.
  • Lee Financial's ProAssurance position peaked at $17K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held ProAssurance as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.