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SeaCrest Wealth Management’s Upland Software UPLD Stock Holding History

SeaCrest Wealth Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10
Closed -$4K – 1763
2019
Q1 		$4K Buy
+10
New +$3.4K ﹤0.01% 1802

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PCM
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CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Lord, Abbett & Co
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PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Upland Software (UPLD) in Q2 2019, closing a stake of 10 shares — an estimated $4K sold.

SeaCrest Wealth Management first reported a position in UPLD in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 175 funds tracked by Wall St. Rank hold UPLD as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Upland Software position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10 Upland Software shares in Q2 2019, an estimated $4K.
  • SeaCrest Wealth Management first reported a position in Upland Software in Q1 2019 and held it in 1 quarter.
  • SeaCrest Wealth Management's Upland Software position peaked at $4K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q2 2019.

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