LPWM
TELOZ

Lake Point Wealth Management’s TEL OFFSHORE TRUST UBI TELOZ Stock Holding History

Lake Point Wealth Management’s Portfolio TELOZ Stock Details TELOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7
Closed – – 505
2019
Q4 		$0 Buy
+7
New – ﹤0.01% 646
2019
Q2 		$0 Hold
7
– – ﹤0.01% 708
2019
Q1 		$0 Hold
7
– – ﹤0.01% 918
2018
Q4 		$0 Buy
+7
New – ﹤0.01% 869

Lake Point Wealth Management's TELOZ Position: Q1 2020 in Review

Lake Point Wealth Management sold out of TEL OFFSHORE TRUST UBI (TELOZ) in Q1 2020, closing a stake of 7 shares.

Lake Point Wealth Management first reported a position in TELOZ in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 2 funds tracked by Wall St. Rank hold TELOZ as of Q1 2020.

  • Lake Point Wealth Management reported no remaining TEL OFFSHORE TRUST UBI position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 7 TEL OFFSHORE TRUST UBI shares in Q1 2020.
  • Lake Point Wealth Management first reported a position in TEL OFFSHORE TRUST UBI in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's TEL OFFSHORE TRUST UBI position peaked at $0 in Q4 2019.
  • 2 funds tracked by Wall St. Rank held TEL OFFSHORE TRUST UBI as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.