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Apex Capital Management’s Axos Financial AX Stock Holding History

Apex Capital Management’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 		$10.8M Buy
504,507
+88,586
+21% +$1.6M 0.24% 113
2015
Q4 		$8.76M Buy
415,921
+31,897
+8% +$751K 0.2% 114
2015
Q3 		$12.4M Buy
+384,024
New +$11.5M 0.28% 89

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 $22.6B AUM 40.24% 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 $637M AUM 40.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apex Capital Management's AX Position: Q1 2016 in Review

Apex Capital Management increased its Axos Financial (AX) stake by 21% in Q1 2016, buying an estimated $1.6M and bringing the position to 504,507 shares worth $10.8M. The position accounts for 0.24% of the portfolio, ranked #113.

Apex Capital Management first reported a position in AX in Q3 2015 and has held it in 3 quarters since. The position peaked at $12.4M in Q3 2015. 211 funds tracked by Wall St. Rank hold AX as of Q1 2016.

  • Apex Capital Management held 504,507 shares of Axos Financial worth $10.8M as of Q1 2016.
  • Apex Capital Management bought 88,586 Axos Financial shares in Q1 2016, an estimated $1.6M.
  • Axos Financial made up 0.24% of Apex Capital Management's portfolio in Q1 2016, its #113 holding.
  • Apex Capital Management first reported a position in Axos Financial in Q3 2015 and has held it in 3 quarters since.
  • Apex Capital Management's Axos Financial position peaked at $12.4M in Q3 2015.
  • 211 funds tracked by Wall St. Rank held Axos Financial as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.