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AHL Partners’s Axos Financial AX Stock Holding History

AHL Partners’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
Q4 		$200K Buy
+6,699
New +$182K ﹤0.01% 1218
2017
Q2 		– Sell
-12,703
Closed -$332K – 1102
2017
Q1 		$332K Sell
12,703
-152,313
-92% -$4.4M 0.01% 1066
2016
Q4 		$4.71M Buy
165,016
+104,102
+171% +$2.48M 0.14% 273
2016
Q3 		$1.36M Buy
+60,914
New +$1.18M 0.05% 505

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

AHL Partners's AX Position: Q4 2017 in Review

AHL Partners opened a new position in Axos Financial (AX) in Q4 2017: 6,699 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: AHL Partners previously reported a position in AX as recently as Q1 2017.

AHL Partners first reported a position in AX in Q3 2016 and has held it in 4 quarters since. The position peaked at $4.71M in Q4 2016. 237 funds tracked by Wall St. Rank hold AX as of Q4 2017.

  • AHL Partners held 6,699 shares of Axos Financial worth $200K as of Q4 2017.
  • Axos Financial was a new AHL Partners position in Q4 2017.
  • Axos Financial made up ﹤0.01% of AHL Partners's portfolio in Q4 2017, its #1218 holding.
  • AHL Partners first reported a position in Axos Financial in Q3 2016 and has held it in 4 quarters since.
  • AHL Partners's Axos Financial position peaked at $4.71M in Q4 2016.
  • 237 funds tracked by Wall St. Rank held Axos Financial as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.