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Lake Point Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Lake Point Wealth Management’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13
Closed -$1K – 773
2018
Q4 		$1K Buy
+13
New +$697 ﹤0.01% 761

Other funds holding IXP

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

Lake Point Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q1 2019, closing a stake of 13 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in IXP in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 77 funds tracked by Wall St. Rank hold IXP as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 13 iShares Global Comm Services ETF shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in iShares Global Comm Services ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Global Comm Services ETF position peaked at $1K in Q4 2018.
  • 77 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2019.

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