SWM
UFI icon

SeaCrest Wealth Management’s UNIFI UFI Stock Holding History

SeaCrest Wealth Management’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$10K – 1753
2019
Q1 		$10K Sell
500
-150
-23% -$3.27K ﹤0.01% 1536
2018
Q4 		$15K Buy
650
+350
+117% +$8.84K ﹤0.01% 1362
2018
Q3 		$8K Hold
300
– – ﹤0.01% 1735
2018
Q2 		$10K Buy
+300
New +$9.88K ﹤0.01% 1619

Other funds holding UFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of UNIFI (UFI) in Q2 2019, closing a stake of 500 shares — an estimated $10K sold.

SeaCrest Wealth Management first reported a position in UFI in Q2 2018 and held it in 4 quarters. The position peaked at $15K in Q4 2018. 114 funds tracked by Wall St. Rank hold UFI as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining UNIFI position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 500 UNIFI shares in Q2 2019, an estimated $10K.
  • SeaCrest Wealth Management first reported a position in UNIFI in Q2 2018 and held it in 4 quarters.
  • SeaCrest Wealth Management's UNIFI position peaked at $15K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held UNIFI as of Q2 2019.

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