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AGF Investments Inc’s Axos Financial AX Stock Holding History

AGF Investments Inc’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
Q2 		– Sell
-150,000
Closed -$3.92M – 370
2017
Q1 		$3.92M Hold
150,000
– – 0.04% 223
2016
Q4 		$4.28M Buy
+150,000
New +$3.57M 0.05% 213

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

AGF Investments Inc's AX Position: Q2 2017 in Review

AGF Investments Inc sold out of Axos Financial (AX) in Q2 2017, closing a stake of 150,000 shares — an estimated $3.92M sold.

AGF Investments Inc first reported a position in AX in Q4 2016 and held it in 2 quarters. The position peaked at $4.28M in Q4 2016. 206 funds tracked by Wall St. Rank hold AX as of Q2 2017.

  • AGF Investments Inc reported no remaining Axos Financial position as of Q2 2017 after selling out during the quarter.
  • AGF Investments Inc sold 150,000 Axos Financial shares in Q2 2017, an estimated $3.92M.
  • AGF Investments Inc first reported a position in Axos Financial in Q4 2016 and held it in 2 quarters.
  • AGF Investments Inc's Axos Financial position peaked at $4.28M in Q4 2016.
  • 206 funds tracked by Wall St. Rank held Axos Financial as of Q2 2017.

Based on AGF Investments Inc's 13F filing for Q2 2017, filed 10 Aug 2017.