SeaCrest Wealth Management’s AppFolio APPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-100	Closed	-$8K	–	596
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	1583
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	1636
2018 Q3	$8K	Sell	100 -100	-50%	-$7.56K	﹤0.01%	1709
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	1535
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	1643
2017 Q4	$8K	Buy	+200	New	+$8.97K	﹤0.01%	1662

Other funds holding APPF

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 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

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of AppFolio (APPF) in Q2 2019, closing a stake of 100 shares — an estimated $8K sold.

SeaCrest Wealth Management first reported a position in APPF in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 146 funds tracked by Wall St. Rank hold APPF as of Q2 2019.

SeaCrest Wealth Management reported no remaining AppFolio position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 100 AppFolio shares in Q2 2019, an estimated $8K.
SeaCrest Wealth Management first reported a position in AppFolio in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's AppFolio position peaked at $12K in Q2 2018.
146 funds tracked by Wall St. Rank held AppFolio as of Q2 2019.

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