SeaCrest Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$28K	–	1654
2019 Q1	$28K	Hold	1,000	–	–	﹤0.01%	1149
2018 Q4	$27K	Hold	1,000	–	–	0.01%	1121
2018 Q3	$27K	Hold	1,000	–	–	﹤0.01%	1259
2018 Q2	$28K	Buy	1,000 +800	+400%	+$22.1K	0.01%	1221
2018 Q1	$6K	Buy	200 +100	+100%	+$2.78K	﹤0.01%	1749
2017 Q4	$3K	Buy	+100	New	+$2.82K	﹤0.01%	1944

Other funds holding SPIP

CSIA

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

SeaCrest Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 1,000 shares — an estimated $28K sold.

SeaCrest Wealth Management first reported a position in SPIP in Q4 2017 and held it in 6 quarters. The position peaked at $28K in Q1 2019. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,000 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $28K.
SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $28K in Q1 2019.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

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