SWM
CCF

SeaCrest Wealth Management’s Chase Corporation CCF Stock Holding History

SeaCrest Wealth Management’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$24K – 2328
2018
Q3 		$24K Hold
200
– – ﹤0.01% 1316
2018
Q2 		$23K Hold
200
– – ﹤0.01% 1311
2018
Q1 		$23K Hold
200
– – ﹤0.01% 1282
2017
Q4 		$24K Buy
+200
New +$23.7K ﹤0.01% 1278

Other funds holding CCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SeaCrest Wealth Management's CCF Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Chase Corporation (CCF) in Q4 2018, closing a stake of 200 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in CCF in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q3 2018. 99 funds tracked by Wall St. Rank hold CCF as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Chase Corporation position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 200 Chase Corporation shares in Q4 2018, an estimated $24K.
  • SeaCrest Wealth Management first reported a position in Chase Corporation in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Chase Corporation position peaked at $24K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.