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Convergence Investment Partners’s Axos Financial AX Stock Holding History

Convergence Investment 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
2014
Q4 		– Sell
-138,900
Closed -$2.52M – 359
2014
Q3 		$2.52M Buy
138,900
+88,280
+174% +$1.67M 0.35% 104
2014
Q2 		$930K Buy
+50,620
New +$996K 0.12% 252

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
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
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
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Convergence Investment Partners's AX Position: Q4 2014 in Review

Convergence Investment Partners sold out of Axos Financial (AX) in Q4 2014, closing a stake of 138,900 shares — an estimated $2.52M sold.

Convergence Investment Partners first reported a position in AX in Q2 2014 and held it in 2 quarters. The position peaked at $2.52M in Q3 2014. 169 funds tracked by Wall St. Rank hold AX as of Q4 2014.

  • Convergence Investment Partners reported no remaining Axos Financial position as of Q4 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 138,900 Axos Financial shares in Q4 2014, an estimated $2.52M.
  • Convergence Investment Partners first reported a position in Axos Financial in Q2 2014 and held it in 2 quarters.
  • Convergence Investment Partners's Axos Financial position peaked at $2.52M in Q3 2014.
  • 169 funds tracked by Wall St. Rank held Axos Financial as of Q4 2014.

Based on Convergence Investment Partners's 13F filing for Q4 2014, filed 11 Feb 2015.