SWM
CSD icon

SeaCrest Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

SeaCrest Wealth Management’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$10K – 787
2019
Q1 		$10K Hold
200
– – ﹤0.01% 1520
2018
Q4 		$8K Hold
200
– – ﹤0.01% 1545
2018
Q3 		$11K Hold
200
– – ﹤0.01% 1598
2018
Q2 		$11K Hold
200
– – ﹤0.01% 1567
2018
Q1 		$11K Hold
200
– – ﹤0.01% 1538
2017
Q4 		$10K Buy
+200
New +$10.3K ﹤0.01% 1584

Other funds holding CSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return