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Barometer Capital Management’s Axos Financial AX Stock Holding History

Barometer 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
2015
Q4 		– Sell
-30,000
Closed -$966K – 117
2015
Q3 		$966K Buy
+30,000
New +$896K 0.12% 77

Other funds holding AX

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Barometer Capital Management's AX Position: Q4 2015 in Review

Barometer Capital Management sold out of Axos Financial (AX) in Q4 2015, closing a stake of 30,000 shares — an estimated $966K sold.

Barometer Capital Management first reported a position in AX in Q3 2015 and held it in 1 quarter. The position peaked at $966K in Q3 2015. 215 funds tracked by Wall St. Rank hold AX as of Q4 2015.

  • Barometer Capital Management reported no remaining Axos Financial position as of Q4 2015 after selling out during the quarter.
  • Barometer Capital Management sold 30,000 Axos Financial shares in Q4 2015, an estimated $966K.
  • Barometer Capital Management first reported a position in Axos Financial in Q3 2015 and held it in 1 quarter.
  • Barometer Capital Management's Axos Financial position peaked at $966K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Axos Financial as of Q4 2015.

Based on Barometer Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.