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Blue Clay Capital Management’s Axos Financial AX Stock Holding History

Blue Clay 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
2016
Q3 		$398K Buy
+17,780
New +$345K 0.45% 56

Other funds holding AX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PM
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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blue Clay Capital Management's AX Position: Q3 2016 in Review

Blue Clay Capital Management opened a new position in Axos Financial (AX) in Q3 2016: 17,780 shares worth $398K. The stake represents 0.45% of the portfolio and ranks #56 among its holdings.

218 funds tracked by Wall St. Rank hold AX as of Q3 2016.

  • Blue Clay Capital Management held 17,780 shares of Axos Financial worth $398K as of Q3 2016.
  • Axos Financial was a new Blue Clay Capital Management position in Q3 2016.
  • Axos Financial made up 0.45% of Blue Clay Capital Management's portfolio in Q3 2016, its #56 holding.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2016.

Based on Blue Clay Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.