0001391166-17-000003.txt : 20170509 0001391166-17-000003.hdr.sgml : 20170509 20170509164657 ACCESSION NUMBER: 0001391166-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170509 DATE AS OF CHANGE: 20170509 EFFECTIVENESS DATE: 20170509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Co CENTRAL INDEX KEY: 0001391166 IRS NUMBER: 751465685 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17878 FILM NUMBER: 17827190 BUSINESS ADDRESS: STREET 1: 8350 N. CENTRAL EXPRESSWAY STREET 2: SUITE 1800 CITY: DALLAS STATE: TX ZIP: 75206 BUSINESS PHONE: 9729601001 MAIL ADDRESS: STREET 1: 8350 N. CENTRAL EXPRESSWAY STREET 2: SUITE 1800 CITY: DALLAS STATE: TX ZIP: 75206 FORMER COMPANY: FORMER CONFORMED NAME: Lee Financial CORP DATE OF NAME CHANGE: 20070226 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001391166 XXXXXXXX 03-31-2017 03-31-2017 Lee Financial Co

8350 N. CENTRAL EXPRESSWAY SUITE 1800 DALLAS TX 75206

13F HOLDINGS REPORT 028-17878 N Dusty D Wallace 972-960-1001 Dusty D Wallace Dallas TX 05-09-2017 1 440 250897 false 1 0001082917 028-04145 GW&K Investment Management, LLC INFORMATION TABLE 2 1stQ2017LeeFinancial13F.xml 1Q LEE FINANCIAL 2017 AFLAC INC COM 001055102 36 500 SH SOLE 500 0 0 AK STL HLDG CORP COM 001547108 0 30 SH SOLE 30 0 0 ABBOTT LABS COM 002824100 148 3331 SH SOLE 3070 0 261 ALAMOS GOLD INC NEW COM CL A 011532108 0 13 SH SOLE 0 0 13 ALIGN TECHNOLOGY INC COM 016255101 11 95 SH OTR 1 0 0 95 AMAZON COM INC COM 023135106 22 25 SH SOLE 25 0 0 AMBAC FINL GROUP INC COM NEW 023139884 1 36 SH SOLE 36 0 0 AMEREN CORP COM 023608102 143 2617 SH SOLE 2617 0 0 AMERICAN CAMPUS CMNTYS I COM 024835100 646 13572 SH OTR 1 0 0 13572 AMERICAN ELEC PWR INC COM 025537101 54 801 SH SOLE 801 0 0 AMERICAN ELECTRIC TECH I COM 025576109 445 207000 SH SOLE 207000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 6 100 SH SOLE 100 0 0 AMERIGAS PARTNERS L P UNIT L P INT 030975106 22 475 SH SOLE 475 0 0 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