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Lake Point Wealth Management’s Ecopetrol EC Stock Holding History

Lake Point Wealth Management’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$1K Buy
125
+25
+25% +$414 ﹤0.01% 313
2019
Q4 		$2K Buy
+100
New +$1.84K ﹤0.01% 479
2019
Q2 		$2K Hold
100
– – ﹤0.01% 527
2019
Q1 		$2K Hold
100
– – ﹤0.01% 525
2018
Q4 		$2K Buy
+100
New +$2.15K ﹤0.01% 670

Other funds holding EC

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lake Point Wealth Management's EC Position: Q1 2020 in Review

Lake Point Wealth Management increased its Ecopetrol (EC) stake by 25% in Q1 2020, buying an estimated $414 and bringing the position to 125 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Lake Point Wealth Management first reported a position in EC in Q4 2018 and has held it in 5 quarters since. The position peaked at $2K in Q4 2019. 137 funds tracked by Wall St. Rank hold EC as of Q1 2020.

  • Lake Point Wealth Management held 125 shares of Ecopetrol worth $1K as of Q1 2020.
  • Lake Point Wealth Management bought 25 Ecopetrol shares in Q1 2020, an estimated $414.
  • Ecopetrol made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #313 holding.
  • Lake Point Wealth Management first reported a position in Ecopetrol in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Ecopetrol position peaked at $2K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Ecopetrol as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.