SeaCrest Wealth Management’s Houlihan Lokey HLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-266	Closed	-$12K	–	1082
2019 Q1	$12K	Buy	266 +188	+241%	+$8.3K	﹤0.01%	1469
2018 Q4	$3K	Sell	78 -183	-70%	-$7.46K	﹤0.01%	1826
2018 Q3	$12K	Sell	261 -6	-2%	-$291	﹤0.01%	1569
2018 Q2	$14K	Buy	267 +261	+4,350%	+$12.5K	﹤0.01%	1489
2018 Q1	$0	Hold	6	–	–	﹤0.01%	2238
2017 Q4	$0	Buy	+6	New	+$257	﹤0.01%	2228

Other funds holding HLI

OCU

ORIX Corporation USA Dallas, Texas $2.31M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Houlihan Lokey (HLI) in Q2 2019, closing a stake of 266 shares — an estimated $12K sold.

SeaCrest Wealth Management first reported a position in HLI in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q2 2018. 188 funds tracked by Wall St. Rank hold HLI as of Q2 2019.

SeaCrest Wealth Management reported no remaining Houlihan Lokey position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 266 Houlihan Lokey shares in Q2 2019, an estimated $12K.
SeaCrest Wealth Management first reported a position in Houlihan Lokey in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Houlihan Lokey position peaked at $14K in Q2 2018.
188 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2019.

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