Financial Architects (New Jersey)’s Axos Financial AX Stock Holding History

Financial Architects (New Jersey)’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
2017 Q3	–	Sell	-1,200	Closed	-$28K	–	1481
2017 Q2	$28K	Hold	1,200	–	–	0.01%	862
2017 Q1	$31K	Hold	1,200	–	–	0.01%	804
2016 Q4	$34K	Hold	1,200	–	–	0.01%	686
2016 Q3	$27K	Hold	1,200	–	–	0.01%	758
2016 Q2	$21K	Hold	1,200	–	–	0.01%	766
2016 Q1	$26K	Buy	+1,200	New	+$21.7K	0.01%	529
2015 Q3	–	Sell	-1,200	Closed	-$32K	–	263
2015 Q2	$32K	Hold	1,200	–	–	0.01%	523
2015 Q1	$28K	Sell	1,200 -304	-20%	-$6.68K	0.01%	502
2014 Q4	$29K	Hold	1,504	–	–	0.01%	443
2014 Q3	$27K	Hold	1,504	–	–	0.01%	411
2014 Q2	$28K	Buy	+1,504	New	+$29.6K	0.01%	422
2013 Q4	–	Sell	-1,504	Closed	-$24K	–	183
2013 Q3	$24K	Buy	+1,504	New	+$22.4K	0.02%	348

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Financial Architects (New Jersey)'s AX Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Axos Financial (AX) in Q3 2017, closing a stake of 1,200 shares — an estimated $28K sold.

Financial Architects (New Jersey) first reported a position in AX in Q3 2013 and held it in 12 quarters. The position peaked at $34K in Q4 2016. 218 funds tracked by Wall St. Rank hold AX as of Q3 2017.

Financial Architects (New Jersey) reported no remaining Axos Financial position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,200 Axos Financial shares in Q3 2017, an estimated $28K.
Financial Architects (New Jersey) first reported a position in Axos Financial in Q3 2013 and held it in 12 quarters.
Financial Architects (New Jersey)'s Axos Financial position peaked at $34K in Q4 2016.
218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.