SeaCrest Wealth Management’s Axos Financial AX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-300	Closed	-$9K	–	624
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	1549
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	1543
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	1637
2018 Q2	$12K	Hold	300	–	–	﹤0.01%	1537
2018 Q1	$12K	Hold	300	–	–	﹤0.01%	1507
2017 Q4	$9K	Buy	+300	New	+$8.16K	﹤0.01%	1621

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Axos Financial (AX) in Q2 2019, closing a stake of 300 shares — an estimated $9K sold.

SeaCrest Wealth Management first reported a position in AX in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 227 funds tracked by Wall St. Rank hold AX as of Q2 2019.

SeaCrest Wealth Management reported no remaining Axos Financial position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 300 Axos Financial shares in Q2 2019, an estimated $9K.
SeaCrest Wealth Management first reported a position in Axos Financial in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Axos Financial position peaked at $12K in Q2 2018.
227 funds tracked by Wall St. Rank held Axos Financial as of Q2 2019.

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