SWM
SNLN

SeaCrest Wealth Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

SeaCrest Wealth Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,600
Closed -$46K – 1971
2019
Q1 		$46K Hold
2,600
– – 0.01% 973
2018
Q4 		$45K Hold
2,600
– – 0.01% 939
2018
Q3 		$47K Hold
2,600
– – 0.01% 1035
2018
Q2 		$47K Hold
2,600
– – 0.01% 1022
2018
Q1 		$48K Hold
2,600
– – 0.01% 972
2017
Q4 		$47K Buy
+2,600
New +$47.5K 0.01% 989

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
CFGF
Compass Financial Group (Florida) Deerfield Beach, Florida $237M AUM 16.05% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2019, closing a stake of 2,600 shares — an estimated $46K sold.

SeaCrest Wealth Management first reported a position in SNLN in Q4 2017 and held it in 6 quarters. The position peaked at $48K in Q1 2018. 50 funds tracked by Wall St. Rank hold SNLN as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,600 Highland/iBoxx Senior Loan ETF shares in Q2 2019, an estimated $46K.
  • SeaCrest Wealth Management first reported a position in Highland/iBoxx Senior Loan ETF in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Highland/iBoxx Senior Loan ETF position peaked at $48K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2019.

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