SWM
PTC icon

SeaCrest Wealth Management’s PTC PTC Stock Holding History

SeaCrest Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$28K – 1522
2019
Q1 		$28K Buy
300
+100
+50% +$8.85K ﹤0.01% 1147
2018
Q4 		$17K Sell
200
-500
-71% -$43.9K ﹤0.01% 1301
2018
Q3 		$74K Buy
700
+100
+17% +$9.77K 0.01% 861
2018
Q2 		$56K Buy
600
+400
+200% +$34.6K 0.01% 936
2018
Q1 		$16K Sell
200
-100
-33% -$7.29K ﹤0.01% 1416
2017
Q4 		$18K Buy
+300
New +$18.6K ﹤0.01% 1382

Other funds holding PTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return