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SeaCrest Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

SeaCrest Wealth Management’s Portfolio PCEF Stock Details PCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-850
Closed -$20K – 2261
2017
Q4 		$20K Buy
+850
New +$20.3K ﹤0.01% 1345

Other funds holding PCEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

SeaCrest Wealth Management's PCEF Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2018, closing a stake of 850 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in PCEF in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 93 funds tracked by Wall St. Rank hold PCEF as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining Invesco CEF Income Composite ETF position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 850 Invesco CEF Income Composite ETF shares in Q1 2018, an estimated $20K.
  • SeaCrest Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's Invesco CEF Income Composite ETF position peaked at $20K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.