SS
LFT

Simplicity Solutions’s Lument Finance Trust LFT Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-84,210
Closed -$272K – 832
2019
Q4 		$272K Buy
84,210
+12,395
+17% +$40.8K 0.01% 700
2019
Q3 		$241K Buy
71,815
+2,072
+3% +$6.9K 0.01% 635
2019
Q2 		$238K Buy
69,743
+32,217
+86% +$111K 0.01% 580
2019
Q1 		$131K Buy
+37,526
New +$127K 0.01% 722
2018
Q4 		– Sell
-24,374
Closed -$91K – 716
2018
Q3 		$91K Buy
+24,374
New +$85.5K 0.01% 545

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
OCU
ORIX Corporation USA Dallas, Texas $2.31M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Solutions's LFT Position: Q1 2020 in Review

Simplicity Solutions sold out of Lument Finance Trust (LFT) in Q1 2020, closing a stake of 84,210 shares — an estimated $272K sold.

Simplicity Solutions first reported a position in LFT in Q3 2018 and held it in 5 quarters. The position peaked at $272K in Q4 2019. 34 funds tracked by Wall St. Rank hold LFT as of Q1 2020.

  • Simplicity Solutions reported no remaining Lument Finance Trust position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 84,210 Lument Finance Trust shares in Q1 2020, an estimated $272K.
  • Simplicity Solutions first reported a position in Lument Finance Trust in Q3 2018 and held it in 5 quarters.
  • Simplicity Solutions's Lument Finance Trust position peaked at $272K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.