Lake Point Wealth Management’s Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 TDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-72	Closed	-$1.81K	–	888
2018 Q4	$2K	Buy	+72	New	+$1.69K	﹤0.01%	703

Other funds holding TDI

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 (TDI) in Q1 2019, closing a stake of 72 shares — an estimated $1.81K sold.

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

Lake Point Wealth Management reported no remaining Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 72 Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 shares in Q1 2019, an estimated $1.81K.
Lake Point Wealth Management first reported a position in Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 position peaked at $2K in Q4 2018.
2 funds tracked by Wall St. Rank held Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 as of Q1 2019.

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