SWM
PPBI

SeaCrest Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History

SeaCrest Wealth Management’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-138
Closed -$5K – 2260
2018
Q3 		$5K Hold
138
– – ﹤0.01% 1871
2018
Q2 		$5K Hold
138
– – ﹤0.01% 1822
2018
Q1 		$6K Buy
+138
New +$5.75K ﹤0.01% 1745

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T. Rowe Price Associates
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Pacific Premier Bancorp (PPBI) in Q4 2018, closing a stake of 138 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in PPBI in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 178 funds tracked by Wall St. Rank hold PPBI as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Pacific Premier Bancorp position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 138 Pacific Premier Bancorp shares in Q4 2018, an estimated $5K.
  • SeaCrest Wealth Management first reported a position in Pacific Premier Bancorp in Q1 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's Pacific Premier Bancorp position peaked at $6K in Q1 2018.
  • 178 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q4 2018.

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