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Atwood & Palmer’s Axos Financial AX Stock Holding History

Atwood & Palmer’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
2015
Q1 		– Sell
-400
Closed -$8K – 326
2014
Q4 		$8K Hold
400
– – ﹤0.01% 313
2014
Q3 		$7K Hold
400
– – ﹤0.01% 325
2014
Q2 		$7K Buy
+400
New +$7.87K ﹤0.01% 280

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atwood & Palmer's AX Position: Q1 2015 in Review

Atwood & Palmer sold out of Axos Financial (AX) in Q1 2015, closing a stake of 400 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in AX in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q4 2014. 175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

  • Atwood & Palmer reported no remaining Axos Financial position as of Q1 2015 after selling out during the quarter.
  • Atwood & Palmer sold 400 Axos Financial shares in Q1 2015, an estimated $8K.
  • Atwood & Palmer first reported a position in Axos Financial in Q2 2014 and held it in 3 quarters.
  • Atwood & Palmer's Axos Financial position peaked at $8K in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on Atwood & Palmer's 13F filing for Q1 2015, filed 5 May 2015.