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WealthPLAN Partners’s Lee Enterprises LEE Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$10.9K Buy
+300
New +$7.74K ﹤0.01% 591

Other funds holding LEE

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

WealthPLAN Partners's LEE Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in Lee Enterprises (LEE) in Q3 2016: 300 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

74 funds tracked by Wall St. Rank hold LEE as of Q3 2016.

  • WealthPLAN Partners held 300 shares of Lee Enterprises worth $10.9K as of Q3 2016.
  • Lee Enterprises was a new WealthPLAN Partners position in Q3 2016.
  • Lee Enterprises made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #591 holding.
  • 74 funds tracked by Wall St. Rank held Lee Enterprises as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.