First American Bank’s Axos Financial AX Stock Holding History

First American Bank’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
2014 Q3	–	Sell	-12,240	Closed	-$225K	–	231
2014 Q2	$225K	Buy	+12,240	New	+$241K	0.02%	211

Other funds holding AX

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

TCP

TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

First American Bank's AX Position: Q3 2014 in Review

First American Bank sold out of Axos Financial (AX) in Q3 2014, closing a stake of 12,240 shares — an estimated $225K sold.

First American Bank first reported a position in AX in Q2 2014 and held it in 1 quarter. The position peaked at $225K in Q2 2014. 152 funds tracked by Wall St. Rank hold AX as of Q3 2014.

First American Bank reported no remaining Axos Financial position as of Q3 2014 after selling out during the quarter.
First American Bank sold 12,240 Axos Financial shares in Q3 2014, an estimated $225K.
First American Bank first reported a position in Axos Financial in Q2 2014 and held it in 1 quarter.
First American Bank's Axos Financial position peaked at $225K in Q2 2014.
152 funds tracked by Wall St. Rank held Axos Financial as of Q3 2014.

Based on First American Bank's 13F filing for Q3 2014, filed 9 Oct 2014.