LPWM
CNXM

Lake Point Wealth Management’s CNX Midstream Partners LP CNXM Stock Holding History

Lake Point Wealth Management’s Portfolio CNXM Stock Details CNXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$1K Hold
100
– – ﹤0.01% 378
2019
Q4 		$2K Buy
+100
New +$1.44K ﹤0.01% 530

Other funds holding CNXM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
OCM
Oakview Capital Management Dallas, Texas $21.6M AUM 20.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lake Point Wealth Management held its CNX Midstream Partners LP (CNXM) position steady in Q1 2020 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Lake Point Wealth Management first reported a position in CNXM in Q4 2019 and has held it in 2 quarters since. The position peaked at $2K in Q4 2019. 75 funds tracked by Wall St. Rank hold CNXM as of Q1 2020.

  • Lake Point Wealth Management held 100 shares of CNX Midstream Partners LP worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its CNX Midstream Partners LP share count unchanged in Q1 2020.
  • CNX Midstream Partners LP made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #378 holding.
  • Lake Point Wealth Management first reported a position in CNX Midstream Partners LP in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's CNX Midstream Partners LP position peaked at $2K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held CNX Midstream Partners LP as of Q1 2020.

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