Lake Point Wealth Management’s State Street SPDR Bloomberg Emerging Markets Local Bond ETF EBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$20K	Hold	714	–	–	0.01%	239
2019 Q1	$20K	Sell	714 -6,978	-91%	-$190K	0.01%	239
2018 Q4	$204K	Buy	+7,692	New	+$202K	0.08%	148

Other funds holding EBND

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Lake Point Wealth Management's EBND Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) position steady in Q2 2019 at 714 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #239.

Lake Point Wealth Management first reported a position in EBND in Q4 2018 and has held it in 3 quarters since. The position peaked at $204K in Q4 2018. 87 funds tracked by Wall St. Rank hold EBND as of Q2 2019.

Lake Point Wealth Management held 714 shares of State Street SPDR Bloomberg Emerging Markets Local Bond ETF worth $20K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR Bloomberg Emerging Markets Local Bond ETF share count unchanged in Q2 2019.
State Street SPDR Bloomberg Emerging Markets Local Bond ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #239 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's State Street SPDR Bloomberg Emerging Markets Local Bond ETF position peaked at $204K in Q4 2018.
87 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Emerging Markets Local Bond ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.