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SeaCrest Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

SeaCrest Wealth Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$11K – 1756
2019
Q1 		$11K Hold
300
– – ﹤0.01% 1507
2018
Q4 		$10K Hold
300
– – ﹤0.01% 1509
2018
Q3 		$11K Buy
+300
New +$11.1K ﹤0.01% 1621

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 300 shares — an estimated $11K sold.

SeaCrest Wealth Management first reported a position in UHAL in Q3 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 300 U-Haul Holding Co shares in Q2 2019, an estimated $11K.
  • SeaCrest Wealth Management first reported a position in U-Haul Holding Co in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's U-Haul Holding Co position peaked at $11K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

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