SWM
DHIL

SeaCrest Wealth Management’s Diamond Hill DHIL Stock Holding History

SeaCrest Wealth Management’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-39
Closed -$6K – 2170
2018
Q3 		$6K Hold
39
– – ﹤0.01% 1794
2018
Q2 		$8K Hold
39
– – ﹤0.01% 1681
2018
Q1 		$8K Hold
39
– – ﹤0.01% 1655
2017
Q4 		$8K Buy
+39
New +$8.21K ﹤0.01% 1668

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

SeaCrest Wealth Management's DHIL Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Diamond Hill (DHIL) in Q4 2018, closing a stake of 39 shares — an estimated $6K sold.

SeaCrest Wealth Management first reported a position in DHIL in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q2 2018. 100 funds tracked by Wall St. Rank hold DHIL as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Diamond Hill position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 39 Diamond Hill shares in Q4 2018, an estimated $6K.
  • SeaCrest Wealth Management first reported a position in Diamond Hill in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Diamond Hill position peaked at $8K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held Diamond Hill as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.