AR
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

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 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.