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Lee Financial Co Buys SPDR Gold Trust, iShares Edge MSCI USA Momentum Factor, VICI Properties Inc, Sells iShares Core 1-5 Year USD Bond ETF, iShares Europe, iShares MSCI Eurozone

Investment company Lee Financial Co (Current Portfolio) buys SPDR Gold Trust, iShares Edge MSCI USA Momentum Factor, VICI Properties Inc, Physicians Realty Trust, FirstEnergy Corp, sells iShares Core 1-5 Year USD Bond ETF, iShares Europe, iShares MSCI Eurozone, Schwab U.S. Large-Cap, Schwab U.S. TIPs during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Lee Financial Co. As of 2020Q1, Lee Financial Co owns 474 stocks with a total value of $276 million. These are the details of the buys and sells.

For the details of Lee Financial Co's stock buys and sells, go to https://www.gurufocus.com/guru/lee+financial+co/current-portfolio/portfolio

These are the top 5 holdings of Lee Financial Co
  1. iShares Core S&P Mid-Cap (IJH) - 365,578 shares, 19.07% of the total portfolio. Shares added by 0.96%
  2. iShares 0-5 Year TIPS Bond (STIP) - 280,034 shares, 10.14% of the total portfolio. Shares reduced by 16.26%
  3. iShares Core S&P 500 (IVV) - 96,556 shares, 9.05% of the total portfolio. Shares reduced by 0.72%
  4. iShares Core U.S. Aggregate Bond (AGG) - 122,777 shares, 5.14% of the total portfolio. Shares reduced by 4.78%
  5. iShares Core S&P Small-Cap (IJR) - 212,270 shares, 4.32% of the total portfolio. Shares reduced by 2.26%
New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Lee Financial Co initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $119.42. The impact to a portfolio due to this purchase was 0.86%. The holding were 22,270 shares as of .

New Purchase: VICI Properties Inc (VICI)

Lee Financial Co initiated holding in VICI Properties Inc. The purchase prices were between $11.2 and $28.15, with an estimated average price of $23.53. The stock is now traded at around $16.25. The impact to a portfolio due to this purchase was 0.23%. The holding were 37,290 shares as of .

New Purchase: FirstEnergy Corp (FE)

Lee Financial Co initiated holding in FirstEnergy Corp. The purchase prices were between $33.19 and $52.27, with an estimated average price of $46.63. The stock is now traded at around $40.00. The impact to a portfolio due to this purchase was 0.21%. The holding were 14,140 shares as of .

New Purchase: Equity Lifestyle Properties Inc (ELS)

Lee Financial Co initiated holding in Equity Lifestyle Properties Inc. The purchase prices were between $45.24 and $77.28, with an estimated average price of $68.39. The stock is now traded at around $59.33. The impact to a portfolio due to this purchase was 0.15%. The holding were 7,055 shares as of .

New Purchase: JPMorgan Ultra-Short Income (JPST)

Lee Financial Co initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $48.93 and $50.6, with an estimated average price of $50.31. The stock is now traded at around $50.28. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,000 shares as of .

New Purchase: First Trust North American Energy Infrastructure F (EMLP)

Lee Financial Co initiated holding in First Trust North American Energy Infrastructure F. The purchase prices were between $14.65 and $25.97, with an estimated average price of $23.06. The stock is now traded at around $19.71. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,235 shares as of .

Added: SPDR Gold Trust (GLD)

Lee Financial Co added to a holding in SPDR Gold Trust by 876.79%. The purchase prices were between $138.04 and $157.81, with an estimated average price of $148.89. The stock is now traded at around $158.95. The impact to a portfolio due to this purchase was 1.09%. The holding were 22,515 shares as of .

Added: Physicians Realty Trust (DOC)

Lee Financial Co added to a holding in Physicians Realty Trust by 8100.93%. The purchase prices were between $11.61 and $20.75, with an estimated average price of $18.44. The stock is now traded at around $14.77. The impact to a portfolio due to this purchase was 0.22%. The holding were 44,285 shares as of .

Added: Altria Group Inc (MO)

Lee Financial Co added to a holding in Altria Group Inc by 944.49%. The purchase prices were between $31.38 and $51.25, with an estimated average price of $44.58. The stock is now traded at around $35.73. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,889 shares as of .

Added: Broadcom Inc (AVGO)

Lee Financial Co added to a holding in Broadcom Inc by 30.59%. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $264.18. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,890 shares as of .

Added: Broadridge Financial Solutions Inc (BR)

Lee Financial Co added to a holding in Broadridge Financial Solutions Inc by 42.34%. The purchase prices were between $84.26 and $132.57, with an estimated average price of $114.63. The stock is now traded at around $116.00. The impact to a portfolio due to this purchase was 0.12%. The holding were 12,032 shares as of .

Added: Martin Midstream Partners LP (MMLP)

Lee Financial Co added to a holding in Martin Midstream Partners LP by 90356.33%. The purchase prices were between $0.94 and $4.73, with an estimated average price of $2.73. The stock is now traded at around $2.37. The impact to a portfolio due to this purchase was 0.11%. The holding were 271,369 shares as of .

Sold Out: Salesforce.com Inc (CRM)

Lee Financial Co sold out a holding in Salesforce.com Inc. The sale prices were between $124.3 and $193.36, with an estimated average price of $171.77.

Sold Out: Lululemon Athletica Inc (LULU)

Lee Financial Co sold out a holding in Lululemon Athletica Inc. The sale prices were between $138.98 and $263.68, with an estimated average price of $224.6.

Sold Out: Vodafone Group PLC (VOD)

Lee Financial Co sold out a holding in Vodafone Group PLC. The sale prices were between $11.59 and $20.43, with an estimated average price of $17.94.

Sold Out: iShares Silver Trust (SLV)

Lee Financial Co sold out a holding in iShares Silver Trust. The sale prices were between $11.21 and $17.4, with an estimated average price of $15.83.

Sold Out: Targa Resources Corp (TRGP)

Lee Financial Co sold out a holding in Targa Resources Corp. The sale prices were between $4.73 and $41.97, with an estimated average price of $30.18.

Sold Out: iShares MSCI Global Silver Miners Fund (SLVP)

Lee Financial Co sold out a holding in iShares MSCI Global Silver Miners Fund. The sale prices were between $6 and $11.28, with an estimated average price of $9.83.



Here is the complete portfolio of Lee Financial Co. Also check out:

1. Lee Financial Co's Undervalued Stocks
2. Lee Financial Co's Top Growth Companies, and
3. Lee Financial Co's High Yield stocks
4. Stocks that Lee Financial Co keeps buying

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