Lake Point Wealth Management’s Helios and Matheson Analytics Inc. HMNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	–	–	510
2019 Q4	$0	Buy	+10,000	New	–	﹤0.01%	651
2019 Q2	$0	Hold	10,000	–	–	﹤0.01%	712
2019 Q1	$0	Hold	10,000	–	–	﹤0.01%	927
2018 Q4	$0	Buy	+10,000	New	+$172	﹤0.01%	876

Other funds holding HMNY

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Helios and Matheson Analytics Inc. (HMNY) in Q1 2020, closing a stake of 10,000 shares.

Lake Point Wealth Management first reported a position in HMNY in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 3 funds tracked by Wall St. Rank hold HMNY as of Q1 2020.

Lake Point Wealth Management reported no remaining Helios and Matheson Analytics Inc. position as of Q1 2020 after selling out during the quarter.
Lake Point Wealth Management sold 10,000 Helios and Matheson Analytics Inc. shares in Q1 2020.
Lake Point Wealth Management first reported a position in Helios and Matheson Analytics Inc. in Q4 2018 and held it in 4 quarters.
Lake Point Wealth Management's Helios and Matheson Analytics Inc. position peaked at $0 in Q4 2019.
3 funds tracked by Wall St. Rank held Helios and Matheson Analytics Inc. as of Q1 2020.

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