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Crewe Advisors’s Siebert Financial SIEB Stock Holding History

Crewe Advisors’s Portfolio SIEB Stock Details SIEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,900
Closed -$36K – 273
2019
Q3 		$36K Hold
3,900
– – 0.02% 134
2019
Q2 		$35K Hold
3,900
– – 0.01% 159
2019
Q1 		$46K Hold
3,900
– – 0.01% 126
2018
Q4 		$56K Hold
3,900
– – 0.02% 105
2018
Q3 		$57K Hold
3,900
– – 0.05% 107
2018
Q2 		$41K Hold
3,900
– – 0.04% 132
2018
Q1 		$33K Hold
3,900
– – 0.03% 147
2017
Q4 		$53K Buy
+3,900
New +$25.4K 0.05% 113

Other funds holding SIEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crewe Advisors's SIEB Position: Q4 2019 in Review

Crewe Advisors sold out of Siebert Financial (SIEB) in Q4 2019, closing a stake of 3,900 shares — an estimated $36K sold.

Crewe Advisors first reported a position in SIEB in Q4 2017 and held it in 8 quarters. The position peaked at $57K in Q3 2018. 29 funds tracked by Wall St. Rank hold SIEB as of Q4 2019.

  • Crewe Advisors reported no remaining Siebert Financial position as of Q4 2019 after selling out during the quarter.
  • Crewe Advisors sold 3,900 Siebert Financial shares in Q4 2019, an estimated $36K.
  • Crewe Advisors first reported a position in Siebert Financial in Q4 2017 and held it in 8 quarters.
  • Crewe Advisors's Siebert Financial position peaked at $57K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held Siebert Financial as of Q4 2019.

Based on Crewe Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.