Lake Point Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-176	Closed	-$3K	–	815
2018 Q4	$3K	Buy	+176	New	+$3.25K	﹤0.01%	632

Other funds holding PFXF

Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $537M AUM 32.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

Lake Point Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2019, closing a stake of 176 shares — an estimated $3K sold.

Lake Point Wealth Management first reported a position in PFXF in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 76 funds tracked by Wall St. Rank hold PFXF as of Q1 2019.

Lake Point Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 176 VanEck Preferred Securities ex Financials ETF shares in Q1 2019, an estimated $3K.
Lake Point Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $3K in Q4 2018.
76 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2019.

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