Lake Point Wealth Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$3K	Hold	102	–	–	﹤0.01%	493
2019 Q1	$3K	Hold	102	–	–	﹤0.01%	493
2018 Q4	$2K	Buy	+102	New	+$2.72K	﹤0.01%	696

Other funds holding SIMS

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Lake Point Wealth Management's SIMS Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) position steady in Q2 2019 at 102 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Lake Point Wealth Management first reported a position in SIMS in Q4 2018 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold SIMS as of Q2 2019.

Lake Point Wealth Management held 102 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $3K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR S&P Kensho Intelligent Structures ETF share count unchanged in Q2 2019.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #493 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q4 2018 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.