BlackRock Investment Management’s Axos Financial AX Stock Holding History

BlackRock Investment 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
2016 Q4	$8.7M	Buy	304,712 +52,198	+21%	+$1.24M	0.01%	1210
2016 Q3	$5.66M	Buy	252,514 +1,437	+0.6%	+$27.9K	0.01%	1392
2016 Q2	$4.45M	Buy	251,077 +12,178	+5%	+$229K	0.01%	1516
2016 Q1	$5.1M	Buy	238,899 +7,468	+3%	+$135K	0.01%	1366
2015 Q4	$4.87M	Buy	231,431 +1,991	+0.9%	+$46.9K	0.01%	1406
2015 Q3	$7.39M	Sell	229,440 -4,372	-2%	-$131K	0.01%	1109
2015 Q2	$6.18M	Buy	233,812 +37,792	+19%	+$899K	0.01%	1333
2015 Q1	$4.56M	Buy	196,020 +12,344	+7%	+$271K	0.01%	1434
2014 Q4	$3.57M	Sell	183,676 -524	-0.3%	-$9.83K	﹤0.01%	1621
2014 Q3	$3.35M	Buy	184,200 +1,768	+1%	+$33.4K	﹤0.01%	1628
2014 Q2	$3.35M	Buy	182,432 +21,640	+13%	+$426K	﹤0.01%	1697
2014 Q1	$3.45M	Buy	160,792 +1,720	+1%	+$37K	0.01%	1660
2013 Q4	$3.12M	Sell	159,072 -2,532	-2%	-$45.5K	﹤0.01%	1693
2013 Q3	$2.62M	Buy	161,604 +33,268	+26%	+$496K	﹤0.01%	1760
2013 Q2	$1.47M	Buy	+128,336	New	+$1.33M	﹤0.01%	2091

Other funds holding AX

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

BlackRock Investment Management's AX Position: Q4 2016 in Review

BlackRock Investment Management increased its Axos Financial (AX) stake by 21% in Q4 2016, buying an estimated $1.24M and bringing the position to 304,712 shares worth $8.7M. The position accounts for 0.01% of the portfolio, ranked #1210.

BlackRock Investment Management first reported a position in AX in Q2 2013 and has held it in 15 quarters since. 229 funds tracked by Wall St. Rank hold AX as of Q4 2016.

BlackRock Investment Management held 304,712 shares of Axos Financial worth $8.7M as of Q4 2016.
BlackRock Investment Management bought 52,198 Axos Financial shares in Q4 2016, an estimated $1.24M.
Axos Financial made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1210 holding.
BlackRock Investment Management first reported a position in Axos Financial in Q2 2013 and has held it in 15 quarters since.
229 funds tracked by Wall St. Rank held Axos Financial as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.