MA
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Marshwinds Advisory’s Lee Enterprises LEE Stock Holding History

Marshwinds Advisory’s Portfolio LEE Stock Details LEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$167K Hold
7,903
– – 0.09% 120
2018
Q3 		$209K Buy
7,903
+6,360
+412% +$187K 0.1% 124
2018
Q2 		$44K Sell
1,543
-95
-6% -$2.25K 0.02% 130
2018
Q1 		$32K Sell
1,638
-27
-2% -$638 0.02% 132
2017
Q4 		$39K Sell
1,665
-60
-3% -$1.41K 0.02% 133
2017
Q3 		$38K Sell
1,725
-135
-7% -$2.71K 0.02% 135
2017
Q2 		$35K Buy
1,860
+200
+12% +$4.49K 0.02% 134
2017
Q1 		$43K Sell
1,660
-291
-15% -$8.28K 0.02% 134
2016
Q4 		$57K Hold
1,951
– – 0.03% 137
2016
Q3 		$73K Hold
1,951
– – 0.04% 139
2016
Q2 		$37K Sell
1,951
-275
-12% -$5.42K 0.02% 140
2016
Q1 		$40K Hold
2,226
– – 0.02% 134
2015
Q4 		$37K Sell
2,226
-120
-5% -$2.26K 0.02% 131
2015
Q3 		$49K Sell
2,346
-120
-5% -$2.95K 0.03% 137
2015
Q2 		$82K Sell
2,466
-630
-20% -$19.8K 0.04% 138
2015
Q1 		$98K Sell
3,096
-70
-2% -$2.16K 0.05% 142
2014
Q4 		$116K Sell
3,166
-22
-0.7% -$769 0.05% 144
2014
Q3 		$108K Sell
3,188
-75
-2% -$2.97K 0.05% 138
2014
Q2 		$145K Hold
3,263
– – 0.07% 137
2014
Q1 		$146K Hold
3,263
– – 0.07% 135
2013
Q4 		$113K Hold
3,263
– – 0.06% 133
2013
Q3 		$86K Sell
3,263
-125
-4% -$3.41K 0.05% 132
2013
Q2 		$69K Buy
+3,388
New +$53.3K 0.04% 131

Other funds holding LEE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return

Marshwinds Advisory's LEE Position: Q4 2018 in Review

Marshwinds Advisory held its Lee Enterprises (LEE) position steady in Q4 2018 at 7,903 shares worth $167K. The position accounts for 0.09% of the portfolio, ranked #120.

Marshwinds Advisory first reported a position in LEE in Q2 2013 and has held it in 23 quarters since. The position peaked at $209K in Q3 2018. 82 funds tracked by Wall St. Rank hold LEE as of Q4 2018.

  • Marshwinds Advisory held 7,903 shares of Lee Enterprises worth $167K as of Q4 2018.
  • Marshwinds Advisory left its Lee Enterprises share count unchanged in Q4 2018.
  • Lee Enterprises made up 0.09% of Marshwinds Advisory's portfolio in Q4 2018, its #120 holding.
  • Marshwinds Advisory first reported a position in Lee Enterprises in Q2 2013 and has held it in 23 quarters since.
  • Marshwinds Advisory's Lee Enterprises position peaked at $209K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Lee Enterprises as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.