MFA
LFT

Morling Financial Advisors’s Lument Finance Trust LFT Stock Holding History

Morling Financial Advisors’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
2022
Q2 		– Sell
-28,543
Closed -$78K – 77
2022
Q1 		$78K Buy
28,543
+2,985
+12% +$9.43K 0.1% 63
2021
Q4 		$98K Buy
+25,558
New +$99.8K 0.09% 58

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morling Financial Advisors's LFT Position: Q2 2022 in Review

Morling Financial Advisors sold out of Lument Finance Trust (LFT) in Q2 2022, closing a stake of 28,543 shares — an estimated $78K sold.

Morling Financial Advisors first reported a position in LFT in Q4 2021 and held it in 2 quarters. The position peaked at $98K in Q4 2021. 31 funds tracked by Wall St. Rank hold LFT as of Q2 2022.

  • Morling Financial Advisors reported no remaining Lument Finance Trust position as of Q2 2022 after selling out during the quarter.
  • Morling Financial Advisors sold 28,543 Lument Finance Trust shares in Q2 2022, an estimated $78K.
  • Morling Financial Advisors first reported a position in Lument Finance Trust in Q4 2021 and held it in 2 quarters.
  • Morling Financial Advisors's Lument Finance Trust position peaked at $98K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2022.

Based on Morling Financial Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.