GF
AX icon

Gerstein Fisher’s Axos Financial AX Stock Holding History

Gerstein Fisher’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
-42,820
Closed -$786K – 384
2014
Q2 		$786K Hold
42,820
– – 0.15% 123
2014
Q1 		$918K Sell
42,820
-132,524
-76% -$2.85M 0.18% 103
2013
Q4 		$18.6M Buy
175,344
+44,972
+34% +$809K 0.69% 37
2013
Q3 		$2.11M Buy
+130,372
New +$1.94M 0.46% 30

Other funds holding AX

Fidelity Investments
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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
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

Gerstein Fisher's AX Position: Q3 2014 in Review

Gerstein Fisher sold out of Axos Financial (AX) in Q3 2014, closing a stake of 42,820 shares — an estimated $786K sold.

Gerstein Fisher first reported a position in AX in Q3 2013 and held it in 4 quarters. The position peaked at $18.6M in Q4 2013. 152 funds tracked by Wall St. Rank hold AX as of Q3 2014.

  • Gerstein Fisher reported no remaining Axos Financial position as of Q3 2014 after selling out during the quarter.
  • Gerstein Fisher sold 42,820 Axos Financial shares in Q3 2014, an estimated $786K.
  • Gerstein Fisher first reported a position in Axos Financial in Q3 2013 and held it in 4 quarters.
  • Gerstein Fisher's Axos Financial position peaked at $18.6M in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Axos Financial as of Q3 2014.

Based on Gerstein Fisher's 13F filing for Q3 2014, filed 12 Nov 2014.