Lake Point Wealth Management’s Dover DOV Stock Holding History

Lake Point Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-115	Closed	-$8K	–	722
2018 Q4	$8K	Buy	+115	New	+$9.39K	﹤0.01%	496

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Dover (DOV) in Q1 2019, closing a stake of 115 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in DOV in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 723 funds tracked by Wall St. Rank hold DOV as of Q1 2019.

Lake Point Wealth Management reported no remaining Dover position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 115 Dover shares in Q1 2019, an estimated $8K.
Lake Point Wealth Management first reported a position in Dover in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Dover position peaked at $8K in Q4 2018.
723 funds tracked by Wall St. Rank held Dover as of Q1 2019.

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