Lake Point Wealth Management’s Large Cap Growth Index-Linked Exchange Traded Notes due 2028 FRLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$8K	Buy	+83	New	+$11.4K	0.01%	130

Other funds holding FRLG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Large Cap Growth Index-Linked Exchange Traded Notes due 2028 (FRLG) in Q1 2020: 83 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #130 among its holdings.

9 funds tracked by Wall St. Rank hold FRLG as of Q1 2020.

Lake Point Wealth Management held 83 shares of Large Cap Growth Index-Linked Exchange Traded Notes due 2028 worth $8K as of Q1 2020.
Large Cap Growth Index-Linked Exchange Traded Notes due 2028 was a new Lake Point Wealth Management position in Q1 2020.
Large Cap Growth Index-Linked Exchange Traded Notes due 2028 made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #130 holding.
9 funds tracked by Wall St. Rank held Large Cap Growth Index-Linked Exchange Traded Notes due 2028 as of Q1 2020.

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