SeaCrest Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,839	Closed	-$277K	–	2299
2018 Q3	$277K	Hold	3,839	–	–	0.05%	408
2018 Q2	$287K	Hold	3,839	–	–	0.05%	382
2018 Q1	$288K	Hold	3,839	–	–	0.05%	376
2017 Q4	$299K	Buy	+3,839	New	+$297K	0.05%	372

Other funds holding VGLT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2018, closing a stake of 3,839 shares — an estimated $277K sold.

SeaCrest Wealth Management first reported a position in VGLT in Q4 2017 and held it in 4 quarters. The position peaked at $299K in Q4 2017. 81 funds tracked by Wall St. Rank hold VGLT as of Q4 2018.

SeaCrest Wealth Management reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 3,839 Vanguard Long-Term Treasury ETF shares in Q4 2018, an estimated $277K.
SeaCrest Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $299K in Q4 2017.
81 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2018.

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