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First Wilshire Securities Management’s Axos Financial AX Stock Holding History

First Wilshire Securities Management’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
Q1 		– Sell
-271,716
Closed -$5.33M – 128
2013
Q4 		$5.33M Sell
271,716
-35,140
-11% -$632K 0.82% 36
2013
Q3 		$4.97M Hold
306,856
– – 0.8% 36
2013
Q2 		$3.52M Buy
+306,856
New +$3.19M 0.6% 47

Other funds holding AX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
NAP
New Amsterdam Partners New York $272M AUM 12.21% 1-Year Est. Return

First Wilshire Securities Management's AX Position: Q1 2014 in Review

First Wilshire Securities Management sold out of Axos Financial (AX) in Q1 2014, closing a stake of 271,716 shares — an estimated $5.33M sold.

First Wilshire Securities Management first reported a position in AX in Q2 2013 and held it in 3 quarters. The position peaked at $5.33M in Q4 2013. 164 funds tracked by Wall St. Rank hold AX as of Q1 2014.

  • First Wilshire Securities Management reported no remaining Axos Financial position as of Q1 2014 after selling out during the quarter.
  • First Wilshire Securities Management sold 271,716 Axos Financial shares in Q1 2014, an estimated $5.33M.
  • First Wilshire Securities Management first reported a position in Axos Financial in Q2 2013 and held it in 3 quarters.
  • First Wilshire Securities Management's Axos Financial position peaked at $5.33M in Q4 2013.
  • 164 funds tracked by Wall St. Rank held Axos Financial as of Q1 2014.

Based on First Wilshire Securities Management's 13F filing for Q1 2014, filed 15 May 2014.