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Phoenix Investment Adviser’s Lee Enterprises LEE Stock Holding History

Phoenix Investment Adviser’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
Q2 		– Sell
-23,343
Closed -$455K – 45
2018
Q1 		$455K Sell
23,343
-2,205
-9% -$52.1K 0.8% 19
2017
Q4 		$600K Buy
25,548
+4,400
+21% +$103K 0.57% 27
2017
Q3 		$465K Buy
21,148
+11,000
+108% +$221K 0.36% 32
2017
Q2 		$193K Buy
+10,148
New +$228K 0.13% 43
2016
Q3 		– Sell
-12,000
Closed -$229K – 59
2016
Q2 		$229K Buy
+12,000
New +$236K 0.21% 44

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Phoenix Investment Adviser's LEE Position: Q2 2018 in Review

Phoenix Investment Adviser sold out of Lee Enterprises (LEE) in Q2 2018, closing a stake of 23,343 shares — an estimated $455K sold.

Phoenix Investment Adviser first reported a position in LEE in Q2 2016 and held it in 5 quarters. The position peaked at $600K in Q4 2017. 74 funds tracked by Wall St. Rank hold LEE as of Q2 2018.

  • Phoenix Investment Adviser reported no remaining Lee Enterprises position as of Q2 2018 after selling out during the quarter.
  • Phoenix Investment Adviser sold 23,343 Lee Enterprises shares in Q2 2018, an estimated $455K.
  • Phoenix Investment Adviser first reported a position in Lee Enterprises in Q2 2016 and held it in 5 quarters.
  • Phoenix Investment Adviser's Lee Enterprises position peaked at $600K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held Lee Enterprises as of Q2 2018.

Based on Phoenix Investment Adviser's 13F filing for Q2 2018, filed 7 Aug 2018.