SeaCrest Wealth Management’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

SeaCrest Wealth Management’s Portfolio CYB Stock Details CYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-175	Closed	-$5K	–	2185
2019 Q1	$5K	Hold	175	–	–	﹤0.01%	1750
2018 Q4	$4K	Hold	175	–	–	﹤0.01%	1797
2018 Q3	$4K	Hold	175	–	–	﹤0.01%	1961
2018 Q2	$5K	Hold	175	–	–	﹤0.01%	1848
2018 Q1	$5K	Hold	175	–	–	﹤0.01%	1820
2017 Q4	$5K	Buy	+175	New	+$4.48K	﹤0.01%	1840

Other funds holding CYB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q2 2019, closing a stake of 175 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in CYB in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 13 funds tracked by Wall St. Rank hold CYB as of Q2 2019.

SeaCrest Wealth Management reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 175 WisdomTree Chinese Yuan Strategy Fund shares in Q2 2019, an estimated $5K.
SeaCrest Wealth Management first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's WisdomTree Chinese Yuan Strategy Fund position peaked at $5K in Q1 2019.
13 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q2 2019.

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