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Lake Point Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

Lake Point Wealth Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-93
Closed -$5K – 772
2018
Q4 		$5K Buy
+93
New +$5.72K ﹤0.01% 558

Other funds holding IXG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

Lake Point Wealth Management sold out of iShares Global Financials ETF (IXG) in Q1 2019, closing a stake of 93 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in IXG in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 72 funds tracked by Wall St. Rank hold IXG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Global Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 93 iShares Global Financials ETF shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in iShares Global Financials ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Global Financials ETF position peaked at $5K in Q4 2018.
  • 72 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2019.

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