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Lee Financial Co Buys iShares Core U.S. Aggregate Bond, iShares MSCI Eurozone, iShares Core S&P 500, Sells ONEOK Inc, iPath Bloomberg Commodity Index Total Return ETN, United Parcel Service Inc

Investment company Lee Financial Co buys iShares Core U.S. Aggregate Bond, iShares MSCI Eurozone, iShares Core S&P 500, Amgen Inc, iShares Intermediate Credit Bond ETF, NextEra Energy Partners LP, Schwab U.S. TIPs, Praxair Inc, FibroGen Inc, Vanguard Total Stock Market, sells ONEOK Inc, iPath Bloomberg Commodity Index Total Return ETN, United Parcel Service Inc, JPMorgan Chase, Dorchester Minerals LP during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Lee Financial Co. As of 2017-12-31, Lee Financial Co owns 477 stocks with a total value of $329 million. These are the details of the buys and sells.

For the details of Lee Financial Co's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lee+Financial+Co

These are the top 5 holdings of Lee Financial Co
  1. iShares Core S&P Mid-Cap (IJH) - 315,638 shares, 18.22% of the total portfolio. Shares reduced by 0.05%
  2. iShares Core U.S. Aggregate Bond (AGG) - 194,232 shares, 6.46% of the total portfolio. Shares added by 133.31%
  3. iShares Core S&P Small-Cap (IJR) - 252,059 shares, 5.89% of the total portfolio. Shares added by 6.96%
  4. iShares 0-5 Year TIPS Bond (STIP) - 184,437 shares, 5.6% of the total portfolio. Shares added by 11.00%
  5. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 142,950 shares, 5.05% of the total portfolio. Shares reduced by 1.25%
New Purchase: NextEra Energy Partners LP (NEP)

Lee Financial Co initiated holdings in NextEra Energy Partners LP. The purchase prices were between $36.82 and $43.39, with an estimated average price of $40.22. The stock is now traded at around $37.08. The impact to the portfolio due to this purchase was 0.22%. The holdings were 16,850 shares as of 2017-12-31.

New Purchase: Praxair Inc (PX)

Lee Financial Co initiated holdings in Praxair Inc. The purchase prices were between $139.9 and $156.36, with an estimated average price of $148.27. The stock is now traded at around $145.49. The impact to the portfolio due to this purchase was 0.14%. The holdings were 2,915 shares as of 2017-12-31.

New Purchase: FibroGen Inc (FGEN)

Lee Financial Co initiated holdings in FibroGen Inc. The purchase prices were between $41.95 and $60.1, with an estimated average price of $50.2. The stock is now traded at around $47.90. The impact to the portfolio due to this purchase was 0.11%. The holdings were 7,324 shares as of 2017-12-31.

New Purchase: US Silica Holdings Inc (SLCA)

Lee Financial Co initiated holdings in US Silica Holdings Inc. The purchase prices were between $27.77 and $35.89, with an estimated average price of $31.86. The stock is now traded at around $27.90. The impact to the portfolio due to this purchase was 0.07%. The holdings were 6,900 shares as of 2017-12-31.

New Purchase: Andeavor Logistics LP (ANDX)

Lee Financial Co initiated holdings in Andeavor Logistics LP. The purchase prices were between $42.33 and $50, with an estimated average price of $46.23. The stock is now traded at around $46.93. The impact to the portfolio due to this purchase was 0.07%. The holdings were 5,233 shares as of 2017-12-31.

New Purchase: Flaherty & Crumrine Preferred Income Opportunity F (PFO)

Lee Financial Co initiated holdings in Flaherty & Crumrine Preferred Income Opportunity F. The purchase prices were between $11.71 and $12.26, with an estimated average price of $12.05. The stock is now traded at around $11.08. The impact to the portfolio due to this purchase was 0.05%. The holdings were 13,300 shares as of 2017-12-31.

Added: iShares Core U.S. Aggregate Bond (AGG)

Lee Financial Co added to the holdings in iShares Core U.S. Aggregate Bond by 133.31%. The purchase prices were between $108.76 and $109.86, with an estimated average price of $109.32. The stock is now traded at around $106.92. The impact to the portfolio due to this purchase was 3.69%. The holdings were 194,232 shares as of 2017-12-31.

Added: iShares MSCI Eurozone (EZU)

Lee Financial Co added to the holdings in iShares MSCI Eurozone by 31.85%. The purchase prices were between $42.9 and $44.11, with an estimated average price of $43.45. The stock is now traded at around $41.95. The impact to the portfolio due to this purchase was 0.73%. The holdings were 228,228 shares as of 2017-12-31.

Added: iShares Core S&P 500 (IVV)

Lee Financial Co added to the holdings in iShares Core S&P 500 by 27.24%. The purchase prices were between $253.97 and $271.47, with an estimated average price of $261.99. The stock is now traded at around $256.60. The impact to the portfolio due to this purchase was 0.49%. The holdings were 27,981 shares as of 2017-12-31.

Added: Amgen Inc (AMGN)

Lee Financial Co added to the holdings in Amgen Inc by 1826.81%. The purchase prices were between $168.79 and $188.59, with an estimated average price of $177. The stock is now traded at around $169.14. The impact to the portfolio due to this purchase was 0.4%. The holdings were 7,977 shares as of 2017-12-31.

Added: iShares Intermediate Credit Bond ETF (CIU)

Lee Financial Co added to the holdings in iShares Intermediate Credit Bond ETF by 57.75%. The purchase prices were between $108.91 and $110.19, with an estimated average price of $109.59. The stock is now traded at around $107.52. The impact to the portfolio due to this purchase was 0.24%. The holdings were 20,009 shares as of 2017-12-31.

Added: Schwab U.S. TIPs (SCHP)

Lee Financial Co added to the holdings in Schwab U.S. TIPs by 20.50%. The purchase prices were between $54.95 and $55.53, with an estimated average price of $55.31. The stock is now traded at around $54.31. The impact to the portfolio due to this purchase was 0.2%. The holdings were 70,592 shares as of 2017-12-31.

Sold Out: Alerian MLP (AMLP)

Lee Financial Co sold out the holdings in Alerian MLP. The sale prices were between $9.9 and $11.43, with an estimated average price of $10.69.

Sold Out: Western Refining Logistics LP (WNRL)

Lee Financial Co sold out the holdings in Western Refining Logistics LP. The sale prices were between $23.2 and $26.05, with an estimated average price of $24.95.

Sold Out: Flaherty & Crumrine Preferred Securities Income Fu (FFC)

Lee Financial Co sold out the holdings in Flaherty & Crumrine Preferred Securities Income Fu. The sale prices were between $20.26 and $21.55, with an estimated average price of $20.89.

Sold Out: AGNC Investment Corp (AGNC)

Lee Financial Co sold out the holdings in AGNC Investment Corp. The sale prices were between $19.43 and $21.85, with an estimated average price of $20.57.

Sold Out: Antero Midstream Partners LP (AM)

Lee Financial Co sold out the holdings in Antero Midstream Partners LP. The sale prices were between $25.75 and $31.93, with an estimated average price of $28.8.

Sold Out: FS Investment Corp (FSIC)

Lee Financial Co sold out the holdings in FS Investment Corp. The sale prices were between $7.35 and $8.7, with an estimated average price of $8.03.



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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