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SeaCrest Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

SeaCrest Wealth Management’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-29,815
Closed -$469K – 2256
2018
Q3 		$469K Buy
29,815
+502
+2% +$7.97K 0.08% 271
2018
Q2 		$458K Buy
29,313
+253
+0.9% +$4K 0.08% 269
2018
Q1 		$458K Buy
29,060
+2,298
+9% +$37.6K 0.08% 263
2017
Q4 		$443K Buy
+26,762
New +$430K 0.08% 271

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2018, closing a stake of 29,815 shares — an estimated $469K sold.

SeaCrest Wealth Management first reported a position in PID in Q4 2017 and held it in 4 quarters. The position peaked at $469K in Q3 2018. 112 funds tracked by Wall St. Rank hold PID as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 29,815 Invesco International Dividend Achievers ETF shares in Q4 2018, an estimated $469K.
  • SeaCrest Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Invesco International Dividend Achievers ETF position peaked at $469K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2018.

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