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Haber Trilix Advisors’s Axos Financial AX Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$92K Buy
+8,000
New +$83.1K 0.01% 186

Other funds holding AX

GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACMM
Arbor Capital Management (Minnesota) Minneapolis, Minnesota $190M AUM 10.8% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Haber Trilix Advisors's AX Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Axos Financial (AX) in Q2 2013: 8,000 shares worth $92K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings.

109 funds tracked by Wall St. Rank hold AX as of Q2 2013.

  • Haber Trilix Advisors held 8,000 shares of Axos Financial worth $92K as of Q2 2013.
  • Axos Financial was a new Haber Trilix Advisors position in Q2 2013.
  • Axos Financial made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #186 holding.
  • 109 funds tracked by Wall St. Rank held Axos Financial as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.