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Lake Point Wealth Management’s STAG Industrial STAG Stock Holding History

Lake Point Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-70
Closed -$2K – 842
2018
Q4 		$2K Buy
+70
New +$1.83K ﹤0.01% 697

Other funds holding STAG

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Lake Point Wealth Management sold out of STAG Industrial (STAG) in Q1 2019, closing a stake of 70 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in STAG in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 282 funds tracked by Wall St. Rank hold STAG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining STAG Industrial position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 70 STAG Industrial shares in Q1 2019, an estimated $2K.
  • Lake Point Wealth Management first reported a position in STAG Industrial in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's STAG Industrial position peaked at $2K in Q4 2018.
  • 282 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2019.

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