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Lake Point Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Lake Point Wealth Management’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-87
Closed -$2K – 739
2018
Q4 		$2K Buy
+87
New +$1.67K ﹤0.01% 673

Other funds holding FTGC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Lake Point Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2019, closing a stake of 87 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in FTGC in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 59 funds tracked by Wall St. Rank hold FTGC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 87 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2019, an estimated $2K.
  • Lake Point Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $2K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2019.

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