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Clough Capital Partners’s Axos Financial AX Stock Holding History

Clough Capital Partners’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
2015
Q2 		– Sell
-402,000
Closed -$9.35M – 199
2015
Q1 		$9.35M Buy
402,000
+141,200
+54% +$3.1M 0.31% 104
2014
Q4 		$5.07M Buy
+260,800
New +$4.89M 0.18% 121

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Clough Capital Partners's AX Position: Q2 2015 in Review

Clough Capital Partners sold out of Axos Financial (AX) in Q2 2015, closing a stake of 402,000 shares — an estimated $9.35M sold.

Clough Capital Partners first reported a position in AX in Q4 2014 and held it in 2 quarters. The position peaked at $9.35M in Q1 2015. 192 funds tracked by Wall St. Rank hold AX as of Q2 2015.

  • Clough Capital Partners reported no remaining Axos Financial position as of Q2 2015 after selling out during the quarter.
  • Clough Capital Partners sold 402,000 Axos Financial shares in Q2 2015, an estimated $9.35M.
  • Clough Capital Partners first reported a position in Axos Financial in Q4 2014 and held it in 2 quarters.
  • Clough Capital Partners's Axos Financial position peaked at $9.35M in Q1 2015.
  • 192 funds tracked by Wall St. Rank held Axos Financial as of Q2 2015.

Based on Clough Capital Partners's 13F filing for Q2 2015, filed 14 Aug 2015.