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Lake Point Wealth Management’s Anfield Universal Fixed Income ETF AFIF Stock Holding History

Lake Point Wealth Management’s Portfolio AFIF Stock Details AFIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-274
Closed -$3K – 665
2018
Q4 		$3K Buy
+274
New +$2.74K ﹤0.01% 619

Other funds holding AFIF

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ATPW
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SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lake Point Wealth Management's AFIF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Anfield Universal Fixed Income ETF (AFIF) in Q1 2019, closing a stake of 274 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in AFIF in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 19 funds tracked by Wall St. Rank hold AFIF as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Anfield Universal Fixed Income ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 274 Anfield Universal Fixed Income ETF shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in Anfield Universal Fixed Income ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Anfield Universal Fixed Income ETF position peaked at $3K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held Anfield Universal Fixed Income ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.