Fiera Capital (Canada)
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Fiera Capital (Canada)’s Axos Financial AX Stock Holding History

Fiera Capital (Canada)’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
2016
Q4 		– Sell
-475,923
Closed -$10.7M – 764
2016
Q3 		$10.7M Sell
475,923
-13,525
-3% -$263K 0.06% 238
2016
Q2 		$8.67M Buy
+489,448
New +$9.19M 0.05% 251

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Fiera Capital (Canada)'s AX Position: Q4 2016 in Review

Fiera Capital (Canada) sold out of Axos Financial (AX) in Q4 2016, closing a stake of 475,923 shares — an estimated $10.7M sold.

Fiera Capital (Canada) first reported a position in AX in Q2 2016 and held it in 2 quarters. The position peaked at $10.7M in Q3 2016. 229 funds tracked by Wall St. Rank hold AX as of Q4 2016.

  • Fiera Capital (Canada) reported no remaining Axos Financial position as of Q4 2016 after selling out during the quarter.
  • Fiera Capital (Canada) sold 475,923 Axos Financial shares in Q4 2016, an estimated $10.7M.
  • Fiera Capital (Canada) first reported a position in Axos Financial in Q2 2016 and held it in 2 quarters.
  • Fiera Capital (Canada)'s Axos Financial position peaked at $10.7M in Q3 2016.
  • 229 funds tracked by Wall St. Rank held Axos Financial as of Q4 2016.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2016, filed 14 Feb 2017.