Lake Point Wealth Management’s Allied Capital Corporation AFC Stock Holding History

Lake Point Wealth Management’s Portfolio AFC Stock Details AFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$17K	Hold	735	–	–	0.02%	87
2019 Q4	$19K	Buy	+735	New	+$19.4K	0.01%	216
2019 Q2	$19K	Hold	735	–	–	0.01%	249
2019 Q1	$19K	Buy	+735	New	+$18.8K	0.01%	249

Lake Point Wealth Management's AFC Position: Q1 2020 in Review

Lake Point Wealth Management held its Allied Capital Corporation (AFC) position steady in Q1 2020 at 735 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #87.

Lake Point Wealth Management first reported a position in AFC in Q1 2019 and has held it in 4 quarters since. The position peaked at $19K in Q4 2019. 1 fund tracked by Wall St. Rank holds AFC as of Q1 2020.

Lake Point Wealth Management held 735 shares of Allied Capital Corporation worth $17K as of Q1 2020.
Lake Point Wealth Management left its Allied Capital Corporation share count unchanged in Q1 2020.
Allied Capital Corporation made up 0.02% of Lake Point Wealth Management's portfolio in Q1 2020, its #87 holding.
Lake Point Wealth Management first reported a position in Allied Capital Corporation in Q1 2019 and has held it in 4 quarters since.
Lake Point Wealth Management's Allied Capital Corporation position peaked at $19K in Q4 2019.
1 fund tracked by Wall St. Rank held Allied Capital Corporation as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.