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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

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PT
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
NR
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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.