SWM
CPI

SeaCrest Wealth Management’s CPI Inflation Hedged ETF CPI Stock Holding History

SeaCrest Wealth Management’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-140
Closed -$4K – 2212
2019
Q1 		$4K Hold
140
– – ﹤0.01% 1820
2018
Q4 		$4K Hold
140
– – ﹤0.01% 1800
2018
Q3 		$4K Hold
140
– – ﹤0.01% 1964
2018
Q2 		$4K Hold
140
– – ﹤0.01% 1912
2018
Q1 		$4K Hold
140
– – ﹤0.01% 1882
2017
Q4 		$4K Buy
+140
New +$3.86K ﹤0.01% 1906

Other funds holding CPI

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of CPI Inflation Hedged ETF (CPI) in Q2 2019, closing a stake of 140 shares — an estimated $4K sold.

SeaCrest Wealth Management first reported a position in CPI in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 12 funds tracked by Wall St. Rank hold CPI as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining CPI Inflation Hedged ETF position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 140 CPI Inflation Hedged ETF shares in Q2 2019, an estimated $4K.
  • SeaCrest Wealth Management first reported a position in CPI Inflation Hedged ETF in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's CPI Inflation Hedged ETF position peaked at $4K in Q1 2019.
  • 12 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q2 2019.

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