Lee Financial Co

Q4 2020 13F Detailed Holdings

Location
Dallas, TX
Holdings as of
12/31/2020
Value ($000)
$385,550
Num holdings
529
Date filed
2/12/2021
Form type
13F-HR
Prev filing
11/3/2020
Next filing
5/13/2021
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GW&K Investment Management, LLC 028-04145
3 TORTOISE CAPITAL ADVISORS, L.L.C. 028-11123