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SeaCrest Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

SeaCrest Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$6K – 735
2019
Q1 		$6K Hold
200
– – ﹤0.01% 1657
2018
Q4 		$6K Hold
200
– – ﹤0.01% 1640
2018
Q3 		$7K Buy
+200
New +$6.17K ﹤0.01% 1755

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SeaCrest Wealth Management's CHEF Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Chefs' Warehouse (CHEF) in Q2 2019, closing a stake of 200 shares — an estimated $6K sold.

SeaCrest Wealth Management first reported a position in CHEF in Q3 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 158 funds tracked by Wall St. Rank hold CHEF as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Chefs' Warehouse position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 200 Chefs' Warehouse shares in Q2 2019, an estimated $6K.
  • SeaCrest Wealth Management first reported a position in Chefs' Warehouse in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's Chefs' Warehouse position peaked at $7K in Q3 2018.
  • 158 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.