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Lake Point Wealth Management’s Packaging Corp of America PKG Stock Holding History

Lake Point Wealth Management’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,464
Closed -$122K – 818
2018
Q4 		$122K Buy
+1,464
New +$136K 0.05% 194

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Packaging Corp of America (PKG) in Q1 2019, closing a stake of 1,464 shares — an estimated $122K sold.

Lake Point Wealth Management first reported a position in PKG in Q4 2018 and held it in 1 quarter. The position peaked at $122K in Q4 2018. 582 funds tracked by Wall St. Rank hold PKG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Packaging Corp of America position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 1,464 Packaging Corp of America shares in Q1 2019, an estimated $122K.
  • Lake Point Wealth Management first reported a position in Packaging Corp of America in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Packaging Corp of America position peaked at $122K in Q4 2018.
  • 582 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2019.

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