LPWM
GS.PRB.CL

Lake Point Wealth Management’s Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call GS.PRB.CL Stock Holding History

Lake Point Wealth Management’s Portfolio GS.PRB.CL Stock Details GS.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17
Closed – – 906
2018
Q4 		$0 Buy
+17
New +$444 ﹤0.01% 864

Other funds holding GS.PRB.CL

ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
CDH
Charles D. Hyman $1.79B AUM 17.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lake Point Wealth Management's GS.PRB.CL Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call (GS.PRB.CL) in Q1 2019, closing a stake of 17 shares.

Lake Point Wealth Management first reported a position in GS.PRB.CL in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 10 funds tracked by Wall St. Rank hold GS.PRB.CL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 17 Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call shares in Q1 2019.
  • Lake Point Wealth Management first reported a position in Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call position peaked at $0 in Q4 2018.
  • 10 funds tracked by Wall St. Rank held Goldman Sachs Group Depositary Shares (1/1000 Interest of 6.2% Non-Cum. Prfrd. Stock, Series B) Call as of Q1 2019.

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