Cutter & Co Brokerage’s Axos Financial AX Stock Holding History

Cutter & Co Brokerage’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 Q1	–	Sell	-6,695	Closed	-$200K	–	253
2017 Q4	$200K	Buy	+6,695	New	+$182K	0.08%	217

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Cutter & Co Brokerage's AX Position: Q1 2018 in Review

Cutter & Co Brokerage sold out of Axos Financial (AX) in Q1 2018, closing a stake of 6,695 shares — an estimated $200K sold.

Cutter & Co Brokerage first reported a position in AX in Q4 2017 and held it in 1 quarter. The position peaked at $200K in Q4 2017. 261 funds tracked by Wall St. Rank hold AX as of Q1 2018.

Cutter & Co Brokerage reported no remaining Axos Financial position as of Q1 2018 after selling out during the quarter.
Cutter & Co Brokerage sold 6,695 Axos Financial shares in Q1 2018, an estimated $200K.
Cutter & Co Brokerage first reported a position in Axos Financial in Q4 2017 and held it in 1 quarter.
Cutter & Co Brokerage's Axos Financial position peaked at $200K in Q4 2017.
261 funds tracked by Wall St. Rank held Axos Financial as of Q1 2018.

Based on Cutter & Co Brokerage's 13F filing for Q1 2018, filed 11 May 2018.