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Lake Point Wealth Management’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Lake Point Wealth Management’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-375
Closed -$9K – 870
2018
Q4 		$9K Buy
+375
New +$8.97K ﹤0.01% 488

Other funds holding VSHY

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SFA
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HPC
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SS
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

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

Lake Point Wealth Management sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2019, closing a stake of 375 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in VSHY in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 20 funds tracked by Wall St. Rank hold VSHY as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 375 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2019, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $9K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2019.

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