Lake Point Wealth Management’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$0	Hold	1,000	–	–	﹤0.01%	494
2019 Q4	$1K	Buy	+1,000	New	+$1.29K	﹤0.01%	590
2019 Q2	$2K	Hold	1,000	–	–	﹤0.01%	567
2019 Q1	$2K	Hold	1,000	–	–	﹤0.01%	565
2018 Q4	$2K	Buy	+1,000	New	+$2.32K	﹤0.01%	707

Other funds holding PER

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

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

Lake Point Wealth Management held its SANDRIDGE PERMIAN TRUST (PER) position steady in Q1 2020 at 1,000 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Lake Point Wealth Management first reported a position in PER in Q4 2018 and has held it in 5 quarters since. The position peaked at $2K in Q2 2019. 15 funds tracked by Wall St. Rank hold PER as of Q1 2020.

Lake Point Wealth Management held 1,000 shares of SANDRIDGE PERMIAN TRUST worth $0 as of Q1 2020.
Lake Point Wealth Management left its SANDRIDGE PERMIAN TRUST share count unchanged in Q1 2020.
SANDRIDGE PERMIAN TRUST made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #494 holding.
Lake Point Wealth Management first reported a position in SANDRIDGE PERMIAN TRUST in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's SANDRIDGE PERMIAN TRUST position peaked at $2K in Q2 2019.
15 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q1 2020.

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