Lake Point Wealth Management’s Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 DRUA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-48	Closed	-$1K	–	889
2018 Q4	$1K	Buy	+48	New	+$1.08K	﹤0.01%	795

Other funds holding DRUA

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Lake Point Wealth Management sold out of Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 (DRUA) in Q1 2019, closing a stake of 48 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in DRUA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 4 funds tracked by Wall St. Rank hold DRUA as of Q1 2019.

Lake Point Wealth Management reported no remaining Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 48 Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 shares in Q1 2019, an estimated $1K.
Lake Point Wealth Management first reported a position in Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 position peaked at $1K in Q4 2018.
4 funds tracked by Wall St. Rank held Dominion Energy, Inc 2016 Series A 5.25% Enhanced Junior Subordinated Notes due 2076 as of Q1 2019.

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