SeaCrest Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-320	Closed	-$25K	–	2219
2018 Q3	$25K	Hold	320	–	–	﹤0.01%	1292
2018 Q2	$23K	Hold	320	–	–	﹤0.01%	1304
2018 Q1	$23K	Hold	320	–	–	﹤0.01%	1273
2017 Q4	$24K	Buy	+320	New	+$22.8K	﹤0.01%	1272

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q4 2018, closing a stake of 320 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in IYJ in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q3 2018. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

SeaCrest Wealth Management reported no remaining iShares US Industrials ETF position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 320 iShares US Industrials ETF shares in Q4 2018, an estimated $25K.
SeaCrest Wealth Management first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's iShares US Industrials ETF position peaked at $25K in Q3 2018.
153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

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