SeaCrest Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,257	Closed	-$76K	–	1189
2019 Q1	$76K	Hold	2,257	–	–	0.01%	794
2018 Q4	$66K	Buy	2,257 +31	+1%	+$1.04K	0.01%	808
2018 Q3	$84K	Hold	2,226	–	–	0.01%	805
2018 Q2	$83K	Buy	2,226 +21	+1%	+$777	0.02%	793
2018 Q1	$75K	Sell	2,205 -270	-11%	-$9.47K	0.01%	798
2017 Q4	$88K	Buy	+2,475	New	+$85K	0.02%	761

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LBD

Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of iShares Global Energy ETF (IXC) in Q2 2019, closing a stake of 2,257 shares — an estimated $76K sold.

SeaCrest Wealth Management first reported a position in IXC in Q4 2017 and held it in 6 quarters. The position peaked at $88K in Q4 2017. 128 funds tracked by Wall St. Rank hold IXC as of Q2 2019.

SeaCrest Wealth Management reported no remaining iShares Global Energy ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 2,257 iShares Global Energy ETF shares in Q2 2019, an estimated $76K.
SeaCrest Wealth Management first reported a position in iShares Global Energy ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's iShares Global Energy ETF position peaked at $88K in Q4 2017.
128 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2019.

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