Mackenzie Financial
LFT

Mackenzie Financial’s Lument Finance Trust LFT Stock Holding History

Mackenzie Financial’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-213,895
Closed -$612K – 1279
2018
Q4 		$612K Hold
213,895
– – ﹤0.01% 899
2018
Q3 		$802K Buy
213,895
+46,670
+28% +$164K ﹤0.01% 798
2018
Q2 		$570K Buy
+167,225
New +$569K ﹤0.01% 766

Other funds holding LFT

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Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
DAM
Deltec Asset Management New York $545M AUM 33.4% 1-Year Est. Return

Mackenzie Financial's LFT Position: Q1 2019 in Review

Mackenzie Financial sold out of Lument Finance Trust (LFT) in Q1 2019, closing a stake of 213,895 shares — an estimated $612K sold.

Mackenzie Financial first reported a position in LFT in Q2 2018 and held it in 3 quarters. The position peaked at $802K in Q3 2018. 39 funds tracked by Wall St. Rank hold LFT as of Q1 2019.

  • Mackenzie Financial reported no remaining Lument Finance Trust position as of Q1 2019 after selling out during the quarter.
  • Mackenzie Financial sold 213,895 Lument Finance Trust shares in Q1 2019, an estimated $612K.
  • Mackenzie Financial first reported a position in Lument Finance Trust in Q2 2018 and held it in 3 quarters.
  • Mackenzie Financial's Lument Finance Trust position peaked at $802K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2019.

Based on Mackenzie Financial's 13F filing for Q1 2019, filed 15 May 2019.