SeaCrest Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

SeaCrest Wealth Management’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14	Closed	-$1K	–	1594
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	2067
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	2059
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	2188
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	2130
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	2123
2017 Q4	$1K	Buy	+14	New	+$1.31K	﹤0.01%	2135

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2019, closing a stake of 14 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in RWR in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 247 funds tracked by Wall St. Rank hold RWR as of Q2 2019.

SeaCrest Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 14 State Street SPDR Dow Jones REIT ETF shares in Q2 2019, an estimated $1K.
SeaCrest Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $1K in Q1 2019.
247 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2019.

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