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FDx Advisors’s Axos Financial AX Stock Holding History

FDx Advisors’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
2015
Q3 		– Sell
-27,256
Closed -$720K – 747
2015
Q2 		$720K Buy
27,256
+456
+2% +$10.8K 0.04% 437
2015
Q1 		$621K Sell
26,800
-1,052
-4% -$23.1K 0.01% 832
2014
Q4 		$542K Buy
27,852
+1,748
+7% +$32.8K 0.03% 523
2014
Q3 		$475K Sell
26,104
-3,308
-11% -$62.4K 0.03% 610
2014
Q2 		$540K Sell
29,412
-308
-1% -$6.06K 0.04% 548
2014
Q1 		$637K Buy
+29,720
New +$639K 0.05% 368

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

FDx Advisors's AX Position: Q3 2015 in Review

FDx Advisors sold out of Axos Financial (AX) in Q3 2015, closing a stake of 27,256 shares — an estimated $720K sold.

FDx Advisors first reported a position in AX in Q1 2014 and held it in 6 quarters. The position peaked at $720K in Q2 2015. 205 funds tracked by Wall St. Rank hold AX as of Q3 2015.

  • FDx Advisors reported no remaining Axos Financial position as of Q3 2015 after selling out during the quarter.
  • FDx Advisors sold 27,256 Axos Financial shares in Q3 2015, an estimated $720K.
  • FDx Advisors first reported a position in Axos Financial in Q1 2014 and held it in 6 quarters.
  • FDx Advisors's Axos Financial position peaked at $720K in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Axos Financial as of Q3 2015.

Based on FDx Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.