SWM
HVBC

SeaCrest Wealth Management’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History

SeaCrest Wealth Management’s Portfolio HVBC Stock Details HVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9,100
Closed -$147K – 1979
2019
Q1 		$147K Hold
9,100
– – 0.03% 565
2018
Q4 		$136K Hold
9,100
– – 0.03% 555
2018
Q3 		$140K Hold
9,100
– – 0.02% 630
2018
Q2 		$136K Hold
9,100
– – 0.02% 624
2018
Q1 		$129K Sell
9,100
-900
-9% -$13.4K 0.02% 622
2017
Q4 		$154K Buy
+10,000
New +$150K 0.03% 577

Other funds holding HVBC

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q2 2019, closing a stake of 9,100 shares — an estimated $147K sold.

SeaCrest Wealth Management first reported a position in HVBC in Q4 2017 and held it in 6 quarters. The position peaked at $154K in Q4 2017. 12 funds tracked by Wall St. Rank hold HVBC as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining HV Bancorp, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 9,100 HV Bancorp, Inc. Common Stock shares in Q2 2019, an estimated $147K.
  • SeaCrest Wealth Management first reported a position in HV Bancorp, Inc. Common Stock in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's HV Bancorp, Inc. Common Stock position peaked at $154K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q2 2019.

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