First Command Bank’s Axos Financial AX Stock Holding History

First Command 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
2019 Q3	–	Sell	-300	Closed	-$8K	–	383
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	339
2019 Q1	$9K	Hold	300	–	–	﹤0.01%	337
2018 Q4	$8K	Hold	300	–	–	﹤0.01%	344
2018 Q3	$10K	Hold	300	–	–	﹤0.01%	330
2018 Q2	$12K	Hold	300	–	–	﹤0.01%	330
2018 Q1	$12.2K	Hold	300	–	–	0.01%	335
2017 Q4	$9K	Buy	+300	New	+$8.16K	0.01%	350

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Command Bank's AX Position: Q3 2019 in Review

First Command Bank sold out of Axos Financial (AX) in Q3 2019, closing a stake of 300 shares — an estimated $8K sold.

First Command Bank first reported a position in AX in Q4 2017 and held it in 7 quarters. The position peaked at $12.2K in Q1 2018. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

First Command Bank reported no remaining Axos Financial position as of Q3 2019 after selling out during the quarter.
First Command Bank sold 300 Axos Financial shares in Q3 2019, an estimated $8K.
First Command Bank first reported a position in Axos Financial in Q4 2017 and held it in 7 quarters.
First Command Bank's Axos Financial position peaked at $12.2K in Q1 2018.
226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on First Command Bank's 13F filing for Q3 2019, filed 15 Oct 2019.