AIM
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Acrospire Investment Management’s Axos Financial AX Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-1,248
Closed -$30K – 132
2017
Q2 		$30K Sell
1,248
-200
-14% -$4.73K 0.03% 1275
2017
Q1 		$38K Sell
1,448
-4,663
-76% -$135K 0.03% 1175
2016
Q4 		$174K Sell
6,111
-3,355
-35% -$79.9K 0.07% 466
2016
Q3 		$212K Sell
9,466
-2,700
-22% -$52.4K 0.14% 133
2016
Q2 		$215K Buy
12,166
+6
+0% +$113 0.16% 48
2016
Q1 		$259K Buy
+12,160
New +$220K 0.18% 110

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Acrospire Investment Management's AX Position: Q3 2017 in Review

Acrospire Investment Management sold out of Axos Financial (AX) in Q3 2017, closing a stake of 1,248 shares — an estimated $30K sold.

Acrospire Investment Management first reported a position in AX in Q1 2016 and held it in 6 quarters. The position peaked at $259K in Q1 2016. 218 funds tracked by Wall St. Rank hold AX as of Q3 2017.

  • Acrospire Investment Management reported no remaining Axos Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,248 Axos Financial shares in Q3 2017, an estimated $30K.
  • Acrospire Investment Management first reported a position in Axos Financial in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Axos Financial position peaked at $259K in Q1 2016.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.