Gilder Gagnon Howe & Co’s Axos Financial AX Stock Holding History

Gilder Gagnon Howe & Co’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
2015 Q1	–	Sell	-275,396	Closed	-$5.36M	–	267
2014 Q4	$5.36M	Sell	275,396 -67,800	-20%	-$1.27M	0.08%	138
2014 Q3	$6.24M	Sell	343,196 -815,616	-70%	-$15.4M	0.09%	127
2014 Q2	$21.3M	Sell	1,158,812 -10,280	-0.9%	-$202K	0.28%	80
2014 Q1	$25.1M	Sell	1,169,092 -637,940	-35%	-$13.7M	0.34%	77
2013 Q4	$35.4M	Sell	1,807,032 -247,000	-12%	-$4.44M	0.51%	64
2013 Q3	$33.3M	Sell	2,054,032 -459,348	-18%	-$6.84M	0.52%	62
2013 Q2	$28.8M	Buy	+2,513,380	New	+$26.1M	0.54%	57

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gilder Gagnon Howe & Co's AX Position: Q1 2015 in Review

Gilder Gagnon Howe & Co sold out of Axos Financial (AX) in Q1 2015, closing a stake of 275,396 shares — an estimated $5.36M sold.

Gilder Gagnon Howe & Co first reported a position in AX in Q2 2013 and held it in 7 quarters. The position peaked at $35.4M in Q4 2013. 175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

Gilder Gagnon Howe & Co reported no remaining Axos Financial position as of Q1 2015 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 275,396 Axos Financial shares in Q1 2015, an estimated $5.36M.
Gilder Gagnon Howe & Co first reported a position in Axos Financial in Q2 2013 and held it in 7 quarters.
Gilder Gagnon Howe & Co's Axos Financial position peaked at $35.4M in Q4 2013.
175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2015, filed 30 Apr 2015.