SeaCrest Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,212	Closed	-$39K	–	1637
2019 Q1	$39K	Hold	2,212	–	–	0.01%	1026
2018 Q4	$38K	Hold	2,212	–	–	0.01%	999
2018 Q3	$38K	Hold	2,212	–	–	0.01%	1115
2018 Q2	$38K	Hold	2,212	–	–	0.01%	1091
2018 Q1	$38K	Hold	2,212	–	–	0.01%	1068
2017 Q4	$38K	Buy	+2,212	New	+$38.6K	0.01%	1076

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q2 2019, closing a stake of 2,212 shares — an estimated $39K sold.

SeaCrest Wealth Management first reported a position in SMB in Q4 2017 and held it in 6 quarters. The position peaked at $39K in Q1 2019. 76 funds tracked by Wall St. Rank hold SMB as of Q2 2019.

SeaCrest Wealth Management reported no remaining VanEck Short Muni ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 2,212 VanEck Short Muni ETF shares in Q2 2019, an estimated $39K.
SeaCrest Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's VanEck Short Muni ETF position peaked at $39K in Q1 2019.
76 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2019.

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