LPWM
FNM.PRS

Lake Point Wealth Management’s FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) FNM.PRS Stock Holding History

Lake Point Wealth Management’s Portfolio FNM.PRS Stock Details FNM.PRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$23K Hold
3,658
– – 0.02% 77
2019
Q4 		$44K Buy
+3,658
New +$44K 0.01% 126
2019
Q2 		$46K Hold
3,658
– – 0.02% 147
2019
Q1 		$46K Buy
+3,658
New +$46K 0.02% 147

Other funds holding FNM.PRS

CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Lake Point Wealth Management's FNM.PRS Position: Q1 2020 in Review

Lake Point Wealth Management held its FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) (FNM.PRS) position steady in Q1 2020 at 3,658 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #77.

Lake Point Wealth Management first reported a position in FNM.PRS in Q1 2019 and has held it in 4 quarters since. The position peaked at $46K in Q2 2019. 8 funds tracked by Wall St. Rank hold FNM.PRS as of Q1 2020.

  • Lake Point Wealth Management held 3,658 shares of FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) worth $23K as of Q1 2020.
  • Lake Point Wealth Management left its FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) share count unchanged in Q1 2020.
  • FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) made up 0.02% of Lake Point Wealth Management's portfolio in Q1 2020, its #77 holding.
  • Lake Point Wealth Management first reported a position in FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) position peaked at $46K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held FEDERAL NATIONAL MORTGAGE ASSOCIATION PFD SER S (USA) as of Q1 2020.

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