Lake Point Wealth Management’s Bank of America Depository Shares Series E BAC.PRE Stock Holding History

Lake Point Wealth Management’s Portfolio BAC.PRE Stock Details BAC.PRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-25	Closed	–	–	682
2018 Q4	$0	Buy	+25	New	+$547	﹤0.01%	831

Other funds holding BAC.PRE

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lake Point Wealth Management's BAC.PRE Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Bank of America Depository Shares Series E (BAC.PRE) in Q1 2019, closing a stake of 25 shares.

Lake Point Wealth Management first reported a position in BAC.PRE in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 3 funds tracked by Wall St. Rank hold BAC.PRE as of Q1 2019.

Lake Point Wealth Management reported no remaining Bank of America Depository Shares Series E position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 25 Bank of America Depository Shares Series E shares in Q1 2019.
Lake Point Wealth Management first reported a position in Bank of America Depository Shares Series E in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Bank of America Depository Shares Series E position peaked at $0 in Q4 2018.
3 funds tracked by Wall St. Rank held Bank of America Depository Shares Series E as of Q1 2019.

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