Calton & Associates’s Axos Financial AX Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1,196	Closed	-$39K	–	408
2017 Q4	$39K	Buy	+1,196	New	+$32.5K	0.01%	741

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

VOAM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Calton & Associates's AX Position: Q1 2018 in Review

Calton & Associates sold out of Axos Financial (AX) in Q1 2018, closing a stake of 1,196 shares — an estimated $39K sold.

Calton & Associates first reported a position in AX in Q4 2017 and held it in 1 quarter. The position peaked at $39K in Q4 2017. 261 funds tracked by Wall St. Rank hold AX as of Q1 2018.

Calton & Associates reported no remaining Axos Financial position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,196 Axos Financial shares in Q1 2018, an estimated $39K.
Calton & Associates first reported a position in Axos Financial in Q4 2017 and held it in 1 quarter.
Calton & Associates's Axos Financial position peaked at $39K in Q4 2017.
261 funds tracked by Wall St. Rank held Axos Financial as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.