CPIG
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Chicago Partners Investment Group’s Axos Financial AX Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-4
Closed – – 364
2018
Q3 		$0 Buy
+4
New +$154 ﹤0.01% 1058
2017
Q4 		– Sell
-4
Closed – – 876
2017
Q3 		$0 Hold
4
– – ﹤0.01% 951
2017
Q2 		$0 Buy
+4
New +$95 ﹤0.01% 643

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Chicago Partners Investment Group's AX Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Axos Financial (AX) in Q4 2018, closing a stake of 4 shares.

Chicago Partners Investment Group first reported a position in AX in Q2 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 4 Axos Financial shares in Q4 2018.
  • Chicago Partners Investment Group first reported a position in Axos Financial in Q2 2017 and held it in 3 quarters.
  • Chicago Partners Investment Group's Axos Financial position peaked at $0 in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.