SWM
VBTX

SeaCrest Wealth Management’s Veritex Holdings VBTX Stock Holding History

SeaCrest Wealth Management’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-168
Closed -$5K – 2296
2018
Q3 		$5K Sell
168
-1
-0.6% -$31 ﹤0.01% 1879
2018
Q2 		$5K Hold
169
– – ﹤0.01% 1829
2018
Q1 		$5K Hold
169
– – ﹤0.01% 1806
2017
Q4 		$5K Buy
+169
New +$4.56K ﹤0.01% 1822

Other funds holding VBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Veritex Holdings (VBTX) in Q4 2018, closing a stake of 168 shares — an estimated $5K sold.

SeaCrest Wealth Management first reported a position in VBTX in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 135 funds tracked by Wall St. Rank hold VBTX as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Veritex Holdings position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 168 Veritex Holdings shares in Q4 2018, an estimated $5K.
  • SeaCrest Wealth Management first reported a position in Veritex Holdings in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Veritex Holdings position peaked at $5K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2018.

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