LPWM
GV

Lake Point Wealth Management’s Goldfield Corporation GV Stock Holding History

Lake Point Wealth Management’s Portfolio GV Stock Details GV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,100
Closed -$5K – 893
2018
Q4 		$5K Buy
+2,100
New +$6.58K ﹤0.01% 570

Other funds holding GV

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Goldfield Corporation (GV) in Q1 2019, closing a stake of 2,100 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in GV in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 34 funds tracked by Wall St. Rank hold GV as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Goldfield Corporation position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 2,100 Goldfield Corporation shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Goldfield Corporation in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Goldfield Corporation position peaked at $5K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Goldfield Corporation as of Q1 2019.

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