Lee Financial’s Sierra Wireless SWIR Stock Holding History

Lee Financial’s Portfolio SWIR Stock Details SWIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-500	Closed	-$10K	–	489
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	335
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	547
2018 Q1	$8K	Hold	500	–	–	﹤0.01%	546
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	337
2017 Q3	$11K	Hold	500	–	–	﹤0.01%	322
2017 Q2	$14K	Hold	500	–	–	0.01%	284
2017 Q1	$13K	Hold	500	–	–	0.01%	249
2016 Q4	$8K	Buy	+500	New	+$7.45K	﹤0.01%	333

Other funds holding SWIR

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lee Financial's SWIR Position: Q4 2018 in Review

Lee Financial sold out of Sierra Wireless (SWIR) in Q4 2018, closing a stake of 500 shares — an estimated $10K sold.

Lee Financial first reported a position in SWIR in Q4 2016 and held it in 8 quarters. The position peaked at $14K in Q2 2017. 105 funds tracked by Wall St. Rank hold SWIR as of Q4 2018.

Lee Financial reported no remaining Sierra Wireless position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 500 Sierra Wireless shares in Q4 2018, an estimated $10K.
Lee Financial first reported a position in Sierra Wireless in Q4 2016 and held it in 8 quarters.
Lee Financial's Sierra Wireless position peaked at $14K in Q2 2017.
105 funds tracked by Wall St. Rank held Sierra Wireless as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.