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GAM Systematic’s Axos Financial AX Stock Holding History

GAM Systematic’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
-1,043
Closed -$25K – 571
2017
Q2 		$25K Sell
1,043
-15,930
-94% -$377K ﹤0.01% 565
2017
Q1 		$444K Buy
16,973
+8,646
+104% +$250K 0.09% 387
2016
Q4 		$238K Buy
+8,327
New +$198K 0.06% 459
2016
Q1 		– Sell
-7,189
Closed -$151K – 622
2015
Q4 		$151K Sell
7,189
-15,199
-68% -$358K 0.04% 499
2015
Q3 		$721K Buy
+22,388
New +$669K 0.17% 260

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

GAM Systematic's AX Position: Q3 2017 in Review

GAM Systematic sold out of Axos Financial (AX) in Q3 2017, closing a stake of 1,043 shares — an estimated $25K sold.

GAM Systematic first reported a position in AX in Q3 2015 and held it in 5 quarters. The position peaked at $721K in Q3 2015. 218 funds tracked by Wall St. Rank hold AX as of Q3 2017.

  • GAM Systematic reported no remaining Axos Financial position as of Q3 2017 after selling out during the quarter.
  • GAM Systematic sold 1,043 Axos Financial shares in Q3 2017, an estimated $25K.
  • GAM Systematic first reported a position in Axos Financial in Q3 2015 and held it in 5 quarters.
  • GAM Systematic's Axos Financial position peaked at $721K in Q3 2015.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.