BC
AXA

Burney Company’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Burney Company’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-17,308
Closed -$401K – 429
2013
Q3 		$401K Sell
17,308
-1,220
-7% -$28.3K 0.04% 298
2013
Q2 		$364K Buy
+18,528
New +$364K 0.05% 302

Other funds holding AXA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return
NCM
Northroad Capital Management New York $43.8M AUM 1.94% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Burney Company's AXA Position: Q4 2013 in Review

Burney Company sold out of AXA ADS (1 ORD SHS) (AXA) in Q4 2013, closing a stake of 17,308 shares — an estimated $401K sold.

Burney Company first reported a position in AXA in Q2 2013 and held it in 2 quarters. The position peaked at $401K in Q3 2013. 43 funds tracked by Wall St. Rank hold AXA as of Q4 2013.

  • Burney Company reported no remaining AXA ADS (1 ORD SHS) position as of Q4 2013 after selling out during the quarter.
  • Burney Company sold 17,308 AXA ADS (1 ORD SHS) shares in Q4 2013, an estimated $401K.
  • Burney Company first reported a position in AXA ADS (1 ORD SHS) in Q2 2013 and held it in 2 quarters.
  • Burney Company's AXA ADS (1 ORD SHS) position peaked at $401K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q4 2013.

Based on Burney Company's 13F filing for Q4 2013, filed 3 Feb 2014.