CHAM
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Clear Harbor Asset Management’s Axos Financial AX Stock Holding History

Clear Harbor Asset 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
2014
Q3 		– Sell
-19,840
Closed -$364K – 218
2014
Q2 		$364K Hold
19,840
– – 0.08% 152
2014
Q1 		$425K Sell
19,840
-3,520
-15% -$75.6K 0.1% 148
2013
Q4 		$458K Hold
23,360
– – 0.12% 121
2013
Q3 		$379K Sell
23,360
-25,200
-52% -$375K 0.1% 123
2013
Q2 		$556K Buy
+48,560
New +$505K 0.17% 96

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BFA
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PM
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Renaissance Technologies
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Dimensional Fund Advisors
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JP Morgan Chase
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WC
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Vanguard Group
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TCM
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TCP
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