Catalyst Capital Advisors’s Axos Financial AX Stock Holding History

Catalyst Capital Advisors’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 Q3	–	Sell	-1,350	Closed	-$55K	–	451
2018 Q2	$55K	Sell	1,350 -4,850	-78%	-$202K	﹤0.01%	288
2018 Q1	$251K	Buy	+6,200	New	+$226K	0.01%	233
2015 Q4	–	Sell	-20,000	Closed	-$644K	–	553
2015 Q3	$644K	Hold	20,000	–	–	0.09%	171
2015 Q2	$529K	Buy	+20,000	New	+$476K	0.06%	230

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catalyst Capital Advisors's AX Position: Q3 2018 in Review

Catalyst Capital Advisors sold out of Axos Financial (AX) in Q3 2018, closing a stake of 1,350 shares — an estimated $55K sold.

Catalyst Capital Advisors first reported a position in AX in Q2 2015 and held it in 4 quarters. The position peaked at $644K in Q3 2015. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

Catalyst Capital Advisors reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
Catalyst Capital Advisors sold 1,350 Axos Financial shares in Q3 2018, an estimated $55K.
Catalyst Capital Advisors first reported a position in Axos Financial in Q2 2015 and held it in 4 quarters.
Catalyst Capital Advisors's Axos Financial position peaked at $644K in Q3 2015.
230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on Catalyst Capital Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.