SeaCrest Wealth Management’s UFP Industries UFPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-327	Closed	-$12K	–	2290
2018 Q3	$12K	Hold	327	–	–	﹤0.01%	1587
2018 Q2	$12K	Buy	327 +72	+28%	+$2.52K	﹤0.01%	1553
2018 Q1	$8K	Hold	255	–	–	﹤0.01%	1677
2017 Q4	$10K	Buy	+255	New	+$9.37K	﹤0.01%	1607

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SeaCrest Wealth Management's UFPI Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of UFP Industries (UFPI) in Q4 2018, closing a stake of 327 shares — an estimated $12K sold.

SeaCrest Wealth Management first reported a position in UFPI in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 206 funds tracked by Wall St. Rank hold UFPI as of Q4 2018.

SeaCrest Wealth Management reported no remaining UFP Industries position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 327 UFP Industries shares in Q4 2018, an estimated $12K.
SeaCrest Wealth Management first reported a position in UFP Industries in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's UFP Industries position peaked at $12K in Q3 2018.
206 funds tracked by Wall St. Rank held UFP Industries as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.