HR
LFT

Howe & Rusling’s Lument Finance Trust LFT Stock Holding History

Howe & Rusling’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
2022
Q1 		– Sell
-1,023
Closed -$4K – 1042
2021
Q4 		$4K Hold
1,023
– – ﹤0.01% 735
2021
Q3 		$4K Buy
+1,023
New +$4.14K ﹤0.01% 711

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Howe & Rusling's LFT Position: Q1 2022 in Review

Howe & Rusling sold out of Lument Finance Trust (LFT) in Q1 2022, closing a stake of 1,023 shares — an estimated $4K sold.

Howe & Rusling first reported a position in LFT in Q3 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 35 funds tracked by Wall St. Rank hold LFT as of Q1 2022.

  • Howe & Rusling reported no remaining Lument Finance Trust position as of Q1 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,023 Lument Finance Trust shares in Q1 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Lument Finance Trust in Q3 2021 and held it in 2 quarters.
  • Howe & Rusling's Lument Finance Trust position peaked at $4K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.