Creative Financial Designs’s Axos Financial AX Stock Holding History

Creative Financial Designs’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	-70	Closed	-$3K	–	742
2018 Q2	$3K	Buy	+70	New	+$2.91K	﹤0.01%	602

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's AX Position: Q3 2018 in Review

Creative Financial Designs sold out of Axos Financial (AX) in Q3 2018, closing a stake of 70 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in AX in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

Creative Financial Designs reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
Creative Financial Designs sold 70 Axos Financial shares in Q3 2018, an estimated $3K.
Creative Financial Designs first reported a position in Axos Financial in Q2 2018 and held it in 1 quarter.
Creative Financial Designs's Axos Financial position peaked at $3K in Q2 2018.
230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on Creative Financial Designs's 13F filing for Q3 2018, filed 2 Nov 2018.