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Lake Point Wealth Management’s Republic Services RSG Stock Holding History

Lake Point Wealth Management’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-81
Closed -$6K – 829
2018
Q4 		$6K Buy
+81
New +$5.93K ﹤0.01% 531

Other funds holding RSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Republic Services (RSG) in Q1 2019, closing a stake of 81 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in RSG in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 700 funds tracked by Wall St. Rank hold RSG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Republic Services position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 81 Republic Services shares in Q1 2019, an estimated $6K.
  • Lake Point Wealth Management first reported a position in Republic Services in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Republic Services position peaked at $6K in Q4 2018.
  • 700 funds tracked by Wall St. Rank held Republic Services as of Q1 2019.

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