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Lake Point Wealth Management’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Lake Point Wealth Management’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-94
Closed -$3K – 805
2018
Q4 		$3K Buy
+94
New +$3K ﹤0.01% 630

Other funds holding NOBL

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lake Point Wealth Management sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q1 2019, closing a stake of 94 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in NOBL in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 274 funds tracked by Wall St. Rank hold NOBL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 94 ProShares S&P 500 Dividend Aristocrats ETF shares in Q1 2019, an estimated $3K.
  • Lake Point Wealth Management first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $3K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q1 2019.

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