Lake Point Wealth Management’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History

Lake Point Wealth Management’s Portfolio WFC.PRP Stock Details WFC.PRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-60	Closed	-$1.43K	–	891
2018 Q4	$1K	Buy	+60	New	+$1.38K	﹤0.01%	796

Other funds holding WFC.PRP

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Lake Point Wealth Management's WFC.PRP Position: Q1 2019 in Review

Lake Point Wealth Management sold out of WELLS FARGO & COMPANY SER P (WFC.PRP) in Q1 2019, closing a stake of 60 shares — an estimated $1.43K sold.

Lake Point Wealth Management first reported a position in WFC.PRP in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 3 funds tracked by Wall St. Rank hold WFC.PRP as of Q1 2019.

Lake Point Wealth Management reported no remaining WELLS FARGO & COMPANY SER P position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 60 WELLS FARGO & COMPANY SER P shares in Q1 2019, an estimated $1.43K.
Lake Point Wealth Management first reported a position in WELLS FARGO & COMPANY SER P in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's WELLS FARGO & COMPANY SER P position peaked at $1K in Q4 2018.
3 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SER P as of Q1 2019.

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