Alyeska Investment Group
AX icon

Alyeska Investment Group’s Axos Financial AX Stock Holding History

Alyeska Investment Group’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
Q4 		– Sell
-309,153
Closed -$6.92M – 474
2016
Q3 		$6.92M Buy
+309,153
New +$6M 0.06% 306
2015
Q1 		– Sell
-151,708
Closed -$2.95M – 493
2014
Q4 		$2.95M Sell
151,708
-308,292
-67% -$5.78M 0.05% 311
2014
Q3 		$8.36M Buy
+460,000
New +$8.68M 0.17% 181

Other funds holding AX

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Alyeska Investment Group's AX Position: Q4 2016 in Review

Alyeska Investment Group sold out of Axos Financial (AX) in Q4 2016, closing a stake of 309,153 shares — an estimated $6.92M sold.

Alyeska Investment Group first reported a position in AX in Q3 2014 and held it in 3 quarters. The position peaked at $8.36M in Q3 2014. 229 funds tracked by Wall St. Rank hold AX as of Q4 2016.

  • Alyeska Investment Group reported no remaining Axos Financial position as of Q4 2016 after selling out during the quarter.
  • Alyeska Investment Group sold 309,153 Axos Financial shares in Q4 2016, an estimated $6.92M.
  • Alyeska Investment Group first reported a position in Axos Financial in Q3 2014 and held it in 3 quarters.
  • Alyeska Investment Group's Axos Financial position peaked at $8.36M in Q3 2014.
  • 229 funds tracked by Wall St. Rank held Axos Financial as of Q4 2016.

Based on Alyeska Investment Group's 13F filing for Q4 2016, filed 14 Feb 2017.