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Cornerstone Advisors (Washington)’s Axos Financial AX Stock Holding History

Cornerstone Advisors (Washington)’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
-15
Closed -$1K – 1225
2018
Q2 		$1K Hold
15
– – ﹤0.01% 920
2018
Q1 		$1K Buy
+15
New +$547 ﹤0.01% 897
2017
Q4 		– Sell
-38
Closed -$1K – 912
2017
Q3 		$1K Hold
38
– – ﹤0.01% 847
2017
Q2 		$1K Buy
+38
New +$899 ﹤0.01% 841

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AX Position: Q3 2018 in Review

Cornerstone Advisors (Washington) sold out of Axos Financial (AX) in Q3 2018, closing a stake of 15 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in AX in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

  • Cornerstone Advisors (Washington) reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 15 Axos Financial shares in Q3 2018, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in Axos Financial in Q2 2017 and held it in 4 quarters.
  • Cornerstone Advisors (Washington)'s Axos Financial position peaked at $1K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2018, filed 20 Nov 2018.