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Carnick & Kubik’s Axos Financial AX Stock Holding History

Carnick & Kubik’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
Q1 		$0 Buy
+10
New +$181 ﹤0.01% 994

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carnick & Kubik's AX Position: Q1 2016 in Review

Carnick & Kubik opened a new position in Axos Financial (AX) in Q1 2016: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings.

211 funds tracked by Wall St. Rank hold AX as of Q1 2016.

  • Carnick & Kubik held 10 shares of Axos Financial worth $0 as of Q1 2016.
  • Axos Financial was a new Carnick & Kubik position in Q1 2016.
  • Axos Financial made up ﹤0.01% of Carnick & Kubik's portfolio in Q1 2016, its #994 holding.
  • 211 funds tracked by Wall St. Rank held Axos Financial as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.