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Lake Point Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Lake Point Wealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-94
Closed -$3K – 672
2018
Q4 		$3K Buy
+94
New +$2.62K ﹤0.01% 620

Other funds holding ANGL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lake Point Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2019, closing a stake of 94 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in ANGL in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 120 funds tracked by Wall St. Rank hold ANGL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 94 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $3K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2019.

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