SEC 13F Intelligence

Managers / Q1 2019 · view latest →

QUEST CAPITAL MANAGEMENT INC /ADV

CIK 0000826516 · 8117 PRESTON ROAD, SUITE 700, DALLAS, TX, 75225 · 214-691-6090

Reported Value
$401M
Q1 2019
Positions
205
Filings on Record
15
2019–present window
Filed
May 16, 2019
amendment (RESTATEMENT)

Summary

Quest Capital Management Inc /Adv reported $401M in U.S.-listed holdings across 205 positions for Q1 2019.

The portfolio is heavily concentrated: RJF alone accounts for 25.0% of reported value.

Compared with Q4 2018, the fund opened 85 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $344MQ4 ’18Q1 ’19: $401MQ2 ’19: $392MQ2 ’19Q3 ’19: $406MQ4 ’19: $419MQ4 ’19Q1 ’20: $291MQ2 ’20: $333MQ2 ’20Q3 ’20: $362MQ4 ’20: $428MQ4 ’20Q1 ’21: $467MQ2 ’21: $502MQ2 ’21Q3 ’21: $509MQ4 ’21: $582MQ4 ’21filingsflow.com

Portfolio Composition

By security type
Common Stock: 46.6%ETP: 46.5%Other: 5.9%ADR: 0.4%REIT: 0.2%Other: 0.5%
  • Common Stock · 46.6% · $187M
  • ETP · 46.5% · $186M
  • Other · 5.9% · $23M
  • ADR · 0.4% · $2M
  • REIT · 0.2% · $854,000
  • Other · 0.5% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2021$582M318Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$509M295Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$502M289Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$467M263May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$428M249Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$362M231Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$333M210Aug 3, 202013F-HRchanges · EDGAR ↗
Q1 2020$291M175May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$419M211Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$406M214Nov 14, 2019RESTATEMENTchanges · EDGAR ↗
Q2 2019$392M219Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$401M205May 16, 2019RESTATEMENTchanges · EDGAR ↗
Q4 2018$344M126Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.