SWM
UCI

SeaCrest Wealth Management’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History

SeaCrest Wealth Management’s Portfolio UCI Stock Details UCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$3K – 2325
2017
Q4 		$3K Buy
+200
New +$2.95K ﹤0.01% 1960

Other funds holding UCI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

SeaCrest Wealth Management's UCI Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of E-TRACS UBS Bloomberg CMCI ETN (UCI) in Q1 2018, closing a stake of 200 shares — an estimated $3K sold.

SeaCrest Wealth Management first reported a position in UCI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 9 funds tracked by Wall St. Rank hold UCI as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining E-TRACS UBS Bloomberg CMCI ETN position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 200 E-TRACS UBS Bloomberg CMCI ETN shares in Q1 2018, an estimated $3K.
  • SeaCrest Wealth Management first reported a position in E-TRACS UBS Bloomberg CMCI ETN in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's E-TRACS UBS Bloomberg CMCI ETN position peaked at $3K in Q4 2017.
  • 9 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI ETN as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.