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B. Riley Wealth Advisors’s AXIS Capital AXS Stock Holding History

B. Riley Wealth Advisors’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-497
Closed -$25 – 682
2014
Q4 		$25 Buy
+497
New +$24.3K ﹤0.01% 2440
2014
Q3 		– Sell
-499
Closed -$22.1K – 747
2014
Q2 		$22.1K Buy
+499
New +$22.8K 0.01% 1419

Other funds holding AXS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's AXS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of AXIS Capital (AXS) in Q1 2015, closing a stake of 497 shares — an estimated $25 sold.

B. Riley Wealth Advisors first reported a position in AXS in Q2 2014 and held it in 2 quarters. The position peaked at $22.1K in Q2 2014. 266 funds tracked by Wall St. Rank hold AXS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining AXIS Capital position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 497 AXIS Capital shares in Q1 2015, an estimated $25.
  • B. Riley Wealth Advisors first reported a position in AXIS Capital in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's AXIS Capital position peaked at $22.1K in Q2 2014.
  • 266 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.