Lee Financial’s Urban Outfitters URBN Stock Holding History

Lee Financial’s Portfolio URBN Stock Details URBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-145	Closed	-$3K	–	531
2017 Q2	$3K	Hold	145	–	–	﹤0.01%	451
2017 Q1	$3K	Sell	145 -125	-46%	-$3.24K	﹤0.01%	372
2016 Q4	$8K	Buy	+270	New	+$9.11K	﹤0.01%	330

Other funds holding URBN

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee Financial's URBN Position: Q3 2017 in Review

Lee Financial sold out of Urban Outfitters (URBN) in Q3 2017, closing a stake of 145 shares — an estimated $3K sold.

Lee Financial first reported a position in URBN in Q4 2016 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 227 funds tracked by Wall St. Rank hold URBN as of Q3 2017.

Lee Financial reported no remaining Urban Outfitters position as of Q3 2017 after selling out during the quarter.
Lee Financial sold 145 Urban Outfitters shares in Q3 2017, an estimated $3K.
Lee Financial first reported a position in Urban Outfitters in Q4 2016 and held it in 3 quarters.
Lee Financial's Urban Outfitters position peaked at $8K in Q4 2016.
227 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.