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Cadence Capital Management’s Axos Financial AX Stock Holding History

Cadence 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
2013
Q4 		– Sell
-31,436
Closed -$509K – 607
2013
Q3 		$509K Sell
31,436
-48,880
-61% -$728K 0.02% 538
2013
Q2 		$920K Buy
+80,316
New +$835K 0.04% 319

Other funds holding AX

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Cadence Capital Management's AX Position: Q4 2013 in Review

Cadence Capital Management sold out of Axos Financial (AX) in Q4 2013, closing a stake of 31,436 shares — an estimated $509K sold.

Cadence Capital Management first reported a position in AX in Q2 2013 and held it in 2 quarters. The position peaked at $920K in Q2 2013. 142 funds tracked by Wall St. Rank hold AX as of Q4 2013.

  • Cadence Capital Management reported no remaining Axos Financial position as of Q4 2013 after selling out during the quarter.
  • Cadence Capital Management sold 31,436 Axos Financial shares in Q4 2013, an estimated $509K.
  • Cadence Capital Management first reported a position in Axos Financial in Q2 2013 and held it in 2 quarters.
  • Cadence Capital Management's Axos Financial position peaked at $920K in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Axos Financial as of Q4 2013.

Based on Cadence Capital Management's 13F filing for Q4 2013, filed 31 Jan 2014.