LSAG
PICK icon

Lake Street Advisors Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Lake Street Advisors Group’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-74,083
Closed -$2.2M – 275
2019
Q4 		$2.2M Buy
74,083
+3,220
+5% +$90.5K 0.22% 39
2019
Q3 		$1.62M Buy
70,863
+136
+0.2% +$3.72K 0.18% 41
2019
Q2 		$2.14M Buy
70,727
+11,930
+20% +$361K 0.23% 34
2019
Q1 		$1.83M Hold
58,797
– – 0.19% 37
2018
Q4 		$1.59M Buy
58,797
+1,897
+3% +$55.6K 0.19% 38
2018
Q3 		$1.85M Buy
56,900
+367
+0.6% +$11.6K 0.21% 34
2018
Q2 		$1.84M Buy
56,533
+48,942
+645% +$1.7M 0.18% 40
2018
Q1 		$254K Buy
7,591
+4
+0.1% +$143 0.03% 245
2017
Q4 		$263K Buy
+7,587
New +$244K 0.03% 252

Other funds holding PICK

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return