AC
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Alexandria Capital’s Axos Financial AX Stock Holding History

Alexandria Capital’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
2013
Q3 		– Sell
-1,200
Closed -$14K – 613
2013
Q2 		$14K Buy
+1,200
New +$12.5K 0.01% 345

Other funds holding AX

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
ACMM
Arbor Capital Management (Minnesota) Minneapolis, Minnesota $190M AUM 10.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alexandria Capital's AX Position: Q3 2013 in Review

Alexandria Capital sold out of Axos Financial (AX) in Q3 2013, closing a stake of 1,200 shares — an estimated $14K sold.

Alexandria Capital first reported a position in AX in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 137 funds tracked by Wall St. Rank hold AX as of Q3 2013.

  • Alexandria Capital reported no remaining Axos Financial position as of Q3 2013 after selling out during the quarter.
  • Alexandria Capital sold 1,200 Axos Financial shares in Q3 2013, an estimated $14K.
  • Alexandria Capital first reported a position in Axos Financial in Q2 2013 and held it in 1 quarter.
  • Alexandria Capital's Axos Financial position peaked at $14K in Q2 2013.
  • 137 funds tracked by Wall St. Rank held Axos Financial as of Q3 2013.

Based on Alexandria Capital's 13F filing for Q3 2013, filed 1 Nov 2013.