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SeaCrest Wealth Management’s United States Copper Index Fund CPER Stock Holding History

SeaCrest Wealth Management’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$5K – 777
2019
Q1 		$5K Buy
+300
New +$5.27K ﹤0.01% 1707

Other funds holding CPER

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of United States Copper Index Fund (CPER) in Q2 2019, closing a stake of 300 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in CPER in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 10 funds tracked by Wall St. Rank hold CPER as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining United States Copper Index Fund position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 300 United States Copper Index Fund shares in Q2 2019, an estimated $5K.
  • SeaCrest Wealth Management first reported a position in United States Copper Index Fund in Q1 2019 and held it in 1 quarter.
  • SeaCrest Wealth Management's United States Copper Index Fund position peaked at $5K in Q1 2019.
  • 10 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2019.

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