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Lake Point Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Lake Point Wealth Management’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-348
Closed -$8K – 802
2018
Q4 		$8K Buy
+348
New +$8.26K ﹤0.01% 502

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

Lake Point Wealth Management sold out of Virtus Newfleet Multi-Sector Bond ETF (NFLT) in Q1 2019, closing a stake of 348 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in NFLT in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 29 funds tracked by Wall St. Rank hold NFLT as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Virtus Newfleet Multi-Sector Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 348 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2019, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Virtus Newfleet Multi-Sector Bond ETF position peaked at $8K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2019.

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