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Alpine Woods Capital Investors’s Axos Financial AX Stock Holding History

Alpine Woods Capital Investors’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
2016
Q1 		– Sell
-32,000
Closed -$674K – 424
2015
Q4 		$674K Buy
+32,000
New +$754K 0.04% 292

Other funds holding AX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpine Woods Capital Investors's AX Position: Q1 2016 in Review

Alpine Woods Capital Investors sold out of Axos Financial (AX) in Q1 2016, closing a stake of 32,000 shares — an estimated $674K sold.

Alpine Woods Capital Investors first reported a position in AX in Q4 2015 and held it in 1 quarter. The position peaked at $674K in Q4 2015. 211 funds tracked by Wall St. Rank hold AX as of Q1 2016.

  • Alpine Woods Capital Investors reported no remaining Axos Financial position as of Q1 2016 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 32,000 Axos Financial shares in Q1 2016, an estimated $674K.
  • Alpine Woods Capital Investors first reported a position in Axos Financial in Q4 2015 and held it in 1 quarter.
  • Alpine Woods Capital Investors's Axos Financial position peaked at $674K in Q4 2015.
  • 211 funds tracked by Wall St. Rank held Axos Financial as of Q1 2016.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2016, filed 9 May 2016.