LPWM
EBS icon

Lake Point Wealth Management’s Emergent Biosolutions EBS Stock Holding History

Lake Point Wealth Management’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-226
Closed -$13K – 725
2018
Q4 		$13K Buy
+226
New +$14.6K ﹤0.01% 417

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Emergent Biosolutions (EBS) in Q1 2019, closing a stake of 226 shares — an estimated $13K sold.

Lake Point Wealth Management first reported a position in EBS in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 272 funds tracked by Wall St. Rank hold EBS as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Emergent Biosolutions position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 226 Emergent Biosolutions shares in Q1 2019, an estimated $13K.
  • Lake Point Wealth Management first reported a position in Emergent Biosolutions in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Emergent Biosolutions position peaked at $13K in Q4 2018.
  • 272 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2019.

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