BSW
AXIA

Buckingham Strategic Wealth’s AXIA Energia AXIA Stock Holding History

Buckingham Strategic Wealth’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-14,211
Closed -$24K – 221
2014
Q4 		$24K Hold
14,211
– – 0.01% 203
2014
Q3 		$30K Hold
14,211
– – 0.01% 183
2014
Q2 		$33K Hold
14,211
– – 0.01% 173
2014
Q1 		$32K Buy
+14,211
New +$25.6K 0.01% 154

Other funds holding AXIA

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Buckingham Strategic Wealth's AXIA Position: Q1 2015 in Review

Buckingham Strategic Wealth sold out of AXIA Energia (AXIA) in Q1 2015, closing a stake of 14,211 shares — an estimated $24K sold.

Buckingham Strategic Wealth first reported a position in AXIA in Q1 2014 and held it in 4 quarters. The position peaked at $33K in Q2 2014. 64 funds tracked by Wall St. Rank hold AXIA as of Q1 2015.

  • Buckingham Strategic Wealth reported no remaining AXIA Energia position as of Q1 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 14,211 AXIA Energia shares in Q1 2015, an estimated $24K.
  • Buckingham Strategic Wealth first reported a position in AXIA Energia in Q1 2014 and held it in 4 quarters.
  • Buckingham Strategic Wealth's AXIA Energia position peaked at $33K in Q2 2014.
  • 64 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2015, filed 27 Apr 2015.