LF
QEP

Lee Financial’s QEP RESOURCES, INC. QEP Stock Holding History

Lee Financial’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-330
Closed -$4K – 777
2018
Q2 		$4K Hold
330
– – ﹤0.01% 667
2018
Q1 		$3K Hold
330
– – ﹤0.01% 690
2017
Q4 		$3K Hold
330
– – ﹤0.01% 446
2017
Q3 		$3K Hold
330
– – ﹤0.01% 447
2017
Q2 		$3K Hold
330
– – ﹤0.01% 456
2017
Q1 		$4K Hold
330
– – ﹤0.01% 365
2016
Q4 		$6K Buy
+330
New +$5.99K ﹤0.01% 361

Other funds holding QEP

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lee Financial's QEP Position: Q3 2018 in Review

Lee Financial sold out of QEP RESOURCES, INC. (QEP) in Q3 2018, closing a stake of 330 shares — an estimated $4K sold.

Lee Financial first reported a position in QEP in Q4 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2016. 279 funds tracked by Wall St. Rank hold QEP as of Q3 2018.

  • Lee Financial reported no remaining QEP RESOURCES, INC. position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 330 QEP RESOURCES, INC. shares in Q3 2018, an estimated $4K.
  • Lee Financial first reported a position in QEP RESOURCES, INC. in Q4 2016 and held it in 7 quarters.
  • Lee Financial's QEP RESOURCES, INC. position peaked at $6K in Q4 2016.
  • 279 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q3 2018.

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