Lake Point Wealth Management’s CAPITAL ONE FINANCIAL CORPORATION SERIES D COF.PRD.CL Stock Holding History

Lake Point Wealth Management’s Portfolio COF.PRD.CL Stock Details COF.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-44	Closed	-$1K	–	904
2018 Q4	$1K	Buy	+44	New	+$1.13K	﹤0.01%	801

Other funds holding COF.PRD.CL

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Lake Point Wealth Management's COF.PRD.CL Position: Q1 2019 in Review

Lake Point Wealth Management sold out of CAPITAL ONE FINANCIAL CORPORATION SERIES D (COF.PRD.CL) in Q1 2019, closing a stake of 44 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in COF.PRD.CL in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 2 funds tracked by Wall St. Rank hold COF.PRD.CL as of Q1 2019.

Lake Point Wealth Management reported no remaining CAPITAL ONE FINANCIAL CORPORATION SERIES D position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 44 CAPITAL ONE FINANCIAL CORPORATION SERIES D shares in Q1 2019, an estimated $1K.
Lake Point Wealth Management first reported a position in CAPITAL ONE FINANCIAL CORPORATION SERIES D in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's CAPITAL ONE FINANCIAL CORPORATION SERIES D position peaked at $1K in Q4 2018.
2 funds tracked by Wall St. Rank held CAPITAL ONE FINANCIAL CORPORATION SERIES D as of Q1 2019.

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