ACS
AXA

Archford Capital Strategies’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Archford Capital Strategies’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-259
Closed -$5K – 767
2016
Q2 		$5K Buy
+259
New +$5K ﹤0.01% 493
2016
Q1 		– Sell
-1,634
Closed -$40K – 744
2015
Q4 		$40K Buy
1,634
+1,493
+1,059% +$36.5K 0.02% 284
2015
Q3 		$3K Hold
141
– – ﹤0.01% 537
2015
Q2 		$4K Hold
141
– – ﹤0.01% 409
2015
Q1 		$3.55K Hold
141
– – ﹤0.01% 420
2014
Q4 		$3K Hold
141
– – ﹤0.01% 490
2014
Q3 		$3K Hold
141
– – ﹤0.01% 476
2014
Q2 		$3.37K Hold
141
– – ﹤0.01% 564
2014
Q1 		$3.67K Buy
+141
New +$3.67K ﹤0.01% 563

Other funds holding AXA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Archford Capital Strategies's AXA Position: Q3 2016 in Review

Archford Capital Strategies sold out of AXA ADS (1 ORD SHS) (AXA) in Q3 2016, closing a stake of 259 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in AXA in Q1 2014 and held it in 9 quarters. The position peaked at $40K in Q4 2015. 28 funds tracked by Wall St. Rank hold AXA as of Q3 2016.

  • Archford Capital Strategies reported no remaining AXA ADS (1 ORD SHS) position as of Q3 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 259 AXA ADS (1 ORD SHS) shares in Q3 2016, an estimated $5K.
  • Archford Capital Strategies first reported a position in AXA ADS (1 ORD SHS) in Q1 2014 and held it in 9 quarters.
  • Archford Capital Strategies's AXA ADS (1 ORD SHS) position peaked at $40K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q3 2016.

Based on Archford Capital Strategies's 13F filing for Q3 2016, filed 14 Nov 2016.