SeaCrest Wealth Management’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7	Closed	-$1K	–	1838
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	2087
2018 Q4	$1K	Sell	7 -77	-92%	-$12.7K	﹤0.01%	2079
2018 Q3	$17K	Sell	84 -21	-20%	-$4.03K	﹤0.01%	1458
2018 Q2	$20K	Sell	105 -5	-5%	-$872	﹤0.01%	1369
2018 Q1	$17K	Hold	110	–	–	﹤0.01%	1394
2017 Q4	$16K	Buy	+110	New	+$13.8K	﹤0.01%	1421

Other funds holding WEX

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of WEX (WEX) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in WEX in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 341 funds tracked by Wall St. Rank hold WEX as of Q2 2019.

SeaCrest Wealth Management reported no remaining WEX position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 7 WEX shares in Q2 2019, an estimated $1K.
SeaCrest Wealth Management first reported a position in WEX in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's WEX position peaked at $20K in Q2 2018.
341 funds tracked by Wall St. Rank held WEX as of Q2 2019.

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