Lake Point Wealth Management Closed Holding Positions

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Gnma Pass Thru M Single Family 12/20/2019 9.000 Factor 0.00000000
Q1 2019 Filed on Jun 03, 2019
30,000
N/A
J Hancock Multimanager Lifestyle Mod C
Q1 2019 Filed on Jun 03, 2019
792
N/A
Jp Morgan Floating Rate Income I
Q1 2019 Filed on Jun 03, 2019
3,083
N/A
Amg Gw&K Core Bond I
Q1 2019 Filed on Jun 03, 2019
1
N/A
MSPRE
Morgan Stanley Dep Shs Rep 1/1
Q1 2019 Filed on Jun 03, 2019
32
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q1 2019 Filed on Jun 03, 2019
36
N/A
New Century Financial Corp (Nv)
Q1 2019 Filed on Jun 03, 2019
375
N/A
Next Era Energy Capital Holdings Inc
Q1 2019 Filed on Jun 03, 2019
36
N/A
Camino Real Regl Mobility Auth 06/01/2020 5.000
Q1 2019 Filed on Jun 03, 2019
10,000
N/A
CNI
Canadian National Railway CO

Industrials
Q1 2019 Filed on Jun 03, 2019
9
$73.17 - $89.48 $659 - $805
Norristown Pa Area Sch Dist 09/01/2020 5.000
Q1 2019 Filed on Jun 03, 2019
25,000
N/A
Capital One Financial Corp
Q1 2019 Filed on Jun 03, 2019
44
N/A
Oakmark Select Investor
Q1 2019 Filed on Jun 03, 2019
284
N/A
Parnassus Endeavor Investor
Q1 2019 Filed on Jun 03, 2019
1,380
N/A
PBA
Pembina Pipeline Corp

Energy
Q1 2019 Filed on Jun 03, 2019
432
$30.37 - $37.64 $13.1K - $16.3K
Mfs Research International A
Q1 2019 Filed on Jun 03, 2019
58
N/A
MJNA
Medical Marijuana, Inc. Common
Q1 2019 Filed on Jun 03, 2019
1,275
N/A
Kbs Legacy Partners Apartment Reit Inc
Q1 2019 Filed on Jun 03, 2019
6,860
N/A
LRLCY
L'Oreal CO Adr

Consumer Defensive
Q1 2019 Filed on Jun 03, 2019
61
N/A
Lafayette La Pub Pwr Auth Elec 11/01/2021 3.000
Q1 2019 Filed on Jun 03, 2019
15,000
N/A
Banco Latinoamericano De Comercio Exterior Sa Clas
Q1 2019 Filed on Jun 03, 2019
100
N/A
Lazard Emerging Markets Equity Open
Q1 2019 Filed on Jun 03, 2019
60
N/A
Bank Ny Mellon Brokered Inst Cd 2.0519 02/14/2019 2.050
Q1 2019 Filed on Jun 03, 2019
5,000
N/A
BACPRE
Bank Of America Corp Dep Sh Re
Q1 2019 Filed on Jun 03, 2019
25
N/A
Litman Gregory Masters Intl Inv
Q1 2019 Filed on Jun 03, 2019
61
N/A
Bb&T Corp
Q1 2019 Filed on Jun 03, 2019
46
N/A
Manatee Cnty Fla Sch Brd Ctfs 07/01/2022 5.000
Q1 2019 Filed on Jun 03, 2019
15,000
N/A
Marsico Focus
Q1 2019 Filed on Jun 03, 2019
63
N/A
Champlain Mid Cap Adv
Q1 2019 Filed on Jun 03, 2019
4,198
N/A
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