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SeaCrest Wealth Management’s FirstService FSV Stock Holding History

SeaCrest Wealth Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-229
Closed -$19K – 2192
2018
Q3 		$19K Sell
229
-1
-0.4% -$83 ﹤0.01% 1393
2018
Q2 		$17K Hold
230
– – ﹤0.01% 1418
2018
Q1 		$17K Hold
230
– – ﹤0.01% 1383
2017
Q4 		$16K Buy
+230
New +$15.8K ﹤0.01% 1410

Other funds holding FSV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of FirstService (FSV) in Q4 2018, closing a stake of 229 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in FSV in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 126 funds tracked by Wall St. Rank hold FSV as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining FirstService position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 229 FirstService shares in Q4 2018, an estimated $19K.
  • SeaCrest Wealth Management first reported a position in FirstService in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's FirstService position peaked at $19K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held FirstService as of Q4 2018.

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