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SeaCrest Wealth Management’s Plumas Bancorp PLBC Stock Holding History

SeaCrest Wealth Management’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-128
Closed -$3K – 1490
2019
Q1 		$3K Hold
128
– – ﹤0.01% 1860
2018
Q4 		$3K Buy
+128
New +$3.13K ﹤0.01% 1840

Other funds holding PLBC

SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Plumas Bancorp (PLBC) in Q2 2019, closing a stake of 128 shares — an estimated $3K sold.

SeaCrest Wealth Management first reported a position in PLBC in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 29 funds tracked by Wall St. Rank hold PLBC as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Plumas Bancorp position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 128 Plumas Bancorp shares in Q2 2019, an estimated $3K.
  • SeaCrest Wealth Management first reported a position in Plumas Bancorp in Q4 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's Plumas Bancorp position peaked at $3K in Q1 2019.
  • 29 funds tracked by Wall St. Rank held Plumas Bancorp as of Q2 2019.

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