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Roundview Capital’s Lee Enterprises LEE Stock Holding History

Roundview Capital’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
2017
Q1 		– Sell
-1,980
Closed -$57K – 202
2016
Q4 		$57K Buy
1,980
+400
+25% +$11.9K 0.02% 194
2016
Q3 		$59K Buy
+1,580
New +$40.8K 0.02% 184
2015
Q3 		– Sell
-16,510
Closed -$550K – 166
2015
Q2 		$550K Buy
+16,510
New +$519K 0.21% 105

Other funds holding LEE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roundview Capital's LEE Position: Q1 2017 in Review

Roundview Capital sold out of Lee Enterprises (LEE) in Q1 2017, closing a stake of 1,980 shares — an estimated $57K sold.

Roundview Capital first reported a position in LEE in Q2 2015 and held it in 3 quarters. The position peaked at $550K in Q2 2015. 81 funds tracked by Wall St. Rank hold LEE as of Q1 2017.

  • Roundview Capital reported no remaining Lee Enterprises position as of Q1 2017 after selling out during the quarter.
  • Roundview Capital sold 1,980 Lee Enterprises shares in Q1 2017, an estimated $57K.
  • Roundview Capital first reported a position in Lee Enterprises in Q2 2015 and held it in 3 quarters.
  • Roundview Capital's Lee Enterprises position peaked at $550K in Q2 2015.
  • 81 funds tracked by Wall St. Rank held Lee Enterprises as of Q1 2017.

Based on Roundview Capital's 13F filing for Q1 2017, filed 11 May 2017.