BRWM
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B. Riley Wealth Management’s Axos Financial AX Stock Holding History

B. Riley Wealth 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
2015
Q2 		– Sell
-16,400
Closed -$381K – 1007
2015
Q1 		$381K Buy
+16,400
New +$360K 0.29% 100

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

B. Riley Wealth Management's AX Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Axos Financial (AX) in Q2 2015, closing a stake of 16,400 shares — an estimated $381K sold.

B. Riley Wealth Management first reported a position in AX in Q1 2015 and held it in 1 quarter. The position peaked at $381K in Q1 2015. 192 funds tracked by Wall St. Rank hold AX as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Axos Financial position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 16,400 Axos Financial shares in Q2 2015, an estimated $381K.
  • B. Riley Wealth Management first reported a position in Axos Financial in Q1 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's Axos Financial position peaked at $381K in Q1 2015.
  • 192 funds tracked by Wall St. Rank held Axos Financial as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.