Advisory Research
AXA

Advisory Research’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Advisory Research’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-235,980
Closed -$6.12M – 477
2017
Q1 		$6.12M Buy
+235,980
New +$6.12M 0.09% 144

Other funds holding AXA

Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Tocqueville Asset Management
Tocqueville Asset Management New York $7.26B AUM 32.81% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
World Asset Management
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Meritage Portfolio Management
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Scout Investments
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Advisory Research's AXA Position: Q2 2017 in Review

Advisory Research sold out of AXA ADS (1 ORD SHS) (AXA) in Q2 2017, closing a stake of 235,980 shares — an estimated $6.12M sold.

Advisory Research first reported a position in AXA in Q1 2017 and held it in 1 quarter. The position peaked at $6.12M in Q1 2017. 25 funds tracked by Wall St. Rank hold AXA as of Q2 2017.

  • Advisory Research reported no remaining AXA ADS (1 ORD SHS) position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 235,980 AXA ADS (1 ORD SHS) shares in Q2 2017, an estimated $6.12M.
  • Advisory Research first reported a position in AXA ADS (1 ORD SHS) in Q1 2017 and held it in 1 quarter.
  • Advisory Research's AXA ADS (1 ORD SHS) position peaked at $6.12M in Q1 2017.
  • 25 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.