BTIS
AX icon

BB&T Investment Services’s Axos Financial AX Stock Holding History

BB&T Investment Services’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
2017
Q4 		$12K Hold
403
– – ﹤0.01% 917
2017
Q3 		$12K Buy
403
+103
+34% +$2.69K ﹤0.01% 799
2017
Q2 		$7K Hold
300
– – ﹤0.01% 837
2017
Q1 		$8K Hold
300
– – ﹤0.01% 746
2016
Q4 		$9K Buy
+300
New +$7.14K 0.01% 526

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

BB&T Investment Services's AX Position: Q4 2017 in Review

BB&T Investment Services held its Axos Financial (AX) position steady in Q4 2017 at 403 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

BB&T Investment Services first reported a position in AX in Q4 2016 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold AX as of Q4 2017.

  • BB&T Investment Services held 403 shares of Axos Financial worth $12K as of Q4 2017.
  • BB&T Investment Services left its Axos Financial share count unchanged in Q4 2017.
  • Axos Financial made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #917 holding.
  • BB&T Investment Services first reported a position in Axos Financial in Q4 2016 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Axos Financial as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.