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Dreman Value Management’s Axos Financial AX Stock Holding History

Dreman Value Management’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 		$508K Hold
12,534
– – 0.23% 108
2017
Q4 		$375K Hold
12,534
– – 0.21% 158
2017
Q3 		$357K Hold
12,534
– – 0.2% 172
2017
Q2 		$297K Sell
12,534
-6,072
-33% -$144K 0.16% 204
2017
Q1 		$486K Hold
18,606
– – 0.28% 135
2016
Q4 		$531K Buy
+18,606
New +$443K 0.3% 98

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Dreman Value Management's AX Position: Q1 2018 in Review

Dreman Value Management held its Axos Financial (AX) position steady in Q1 2018 at 12,534 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #108.

Dreman Value Management first reported a position in AX in Q4 2016 and has held it in 6 quarters since. The position peaked at $531K in Q4 2016. 261 funds tracked by Wall St. Rank hold AX as of Q1 2018.

  • Dreman Value Management held 12,534 shares of Axos Financial worth $508K as of Q1 2018.
  • Dreman Value Management left its Axos Financial share count unchanged in Q1 2018.
  • Axos Financial made up 0.23% of Dreman Value Management's portfolio in Q1 2018, its #108 holding.
  • Dreman Value Management first reported a position in Axos Financial in Q4 2016 and has held it in 6 quarters since.
  • Dreman Value Management's Axos Financial position peaked at $531K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q1 2018.

Based on Dreman Value Management's 13F filing for Q1 2018, filed 2 May 2018.