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SeaCrest Wealth Management’s Goosehead Insurance GSHD Stock Holding History

SeaCrest Wealth Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-150
Closed -$4K – 1051
2019
Q1 		$4K Hold
150
– – ﹤0.01% 1776
2018
Q4 		$4K Hold
150
– – ﹤0.01% 1759
2018
Q3 		$5K Buy
+150
New +$4.35K ﹤0.01% 1860

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Goosehead Insurance (GSHD) in Q2 2019, closing a stake of 150 shares — an estimated $4K sold.

SeaCrest Wealth Management first reported a position in GSHD in Q3 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 109 funds tracked by Wall St. Rank hold GSHD as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Goosehead Insurance position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 150 Goosehead Insurance shares in Q2 2019, an estimated $4K.
  • SeaCrest Wealth Management first reported a position in Goosehead Insurance in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's Goosehead Insurance position peaked at $5K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2019.

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