SeaCrest Wealth Management’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,275	Closed	-$15K	–	850
2022 Q2	$15K	Buy	+1,275	New	+$15.6K	﹤0.01%	1597
2019 Q2	–	Sell	-1,535	Closed	-$20K	–	855
2019 Q1	$20K	Hold	1,535	–	–	﹤0.01%	1283
2018 Q4	$19K	Hold	1,535	–	–	﹤0.01%	1250
2018 Q3	$20K	Hold	1,535	–	–	﹤0.01%	1371
2018 Q2	$20K	Sell	1,535 -160	-9%	-$2.11K	﹤0.01%	1359
2018 Q1	$23K	Hold	1,695	–	–	﹤0.01%	1271
2017 Q4	$24K	Buy	+1,695	New	+$24.1K	﹤0.01%	1266

Other funds holding DTF

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

SeaCrest Wealth Management's DTF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2022, closing a stake of 1,275 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in DTF in Q4 2017 and held it in 7 quarters. The position peaked at $24K in Q4 2017. 26 funds tracked by Wall St. Rank hold DTF as of Q3 2022.

SeaCrest Wealth Management reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,275 DTF Tax-Free Income 2028 Term Fund shares in Q3 2022, an estimated $15K.
SeaCrest Wealth Management first reported a position in DTF Tax-Free Income 2028 Term Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's DTF Tax-Free Income 2028 Term Fund position peaked at $24K in Q4 2017.
26 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.