EWM
LFT

EPG Wealth Management’s Lument Finance Trust LFT Stock Holding History

EPG Wealth Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,184
Closed -$4K – 494
2020
Q1 		$4K Buy
+2,184
New +$6.18K ﹤0.01% 626

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PCA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's LFT Position: Q2 2020 in Review

EPG Wealth Management sold out of Lument Finance Trust (LFT) in Q2 2020, closing a stake of 2,184 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in LFT in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 32 funds tracked by Wall St. Rank hold LFT as of Q2 2020.

  • EPG Wealth Management reported no remaining Lument Finance Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 2,184 Lument Finance Trust shares in Q2 2020, an estimated $4K.
  • EPG Wealth Management first reported a position in Lument Finance Trust in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Lument Finance Trust position peaked at $4K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.