BFEC
AX icon

Benjamin F. Edwards & Company’s Axos Financial AX Stock Holding History

Benjamin F. Edwards & Company’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
2018
Q3 		– Sell
-125
Closed -$5K – 1588
2018
Q2 		$5K Buy
+125
New +$5.2K ﹤0.01% 1400

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benjamin F. Edwards & Company's AX Position: Q3 2018 in Review

Benjamin F. Edwards & Company sold out of Axos Financial (AX) in Q3 2018, closing a stake of 125 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in AX in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

  • Benjamin F. Edwards & Company reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 125 Axos Financial shares in Q3 2018, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in Axos Financial in Q2 2018 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Axos Financial position peaked at $5K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2018, filed 29 Oct 2018.