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Independent Portfolio Consultants’s Axos Financial AX Stock Holding History

Independent Portfolio Consultants’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
2016
Q3 		– Sell
-11,215
Closed -$199K – 711
2016
Q2 		$199K Buy
+11,215
New +$211K 0.06% 332
2015
Q4 		– Sell
-5,020
Closed -$162K – 757
2015
Q3 		$162K Sell
5,020
-680
-12% -$20.3K 0.04% 377
2015
Q2 		$151K Buy
5,700
+1,380
+32% +$32.8K 0.03% 416
2015
Q1 		$100K Buy
4,320
+60
+1% +$1.32K 0.02% 479
2014
Q4 		$83K Buy
4,260
+1,700
+66% +$31.9K 0.02% 551
2014
Q3 		$47K Buy
+2,560
New +$48.3K 0.01% 636

Other funds holding AX

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Independent Portfolio Consultants's AX Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of Axos Financial (AX) in Q3 2016, closing a stake of 11,215 shares — an estimated $199K sold.

Independent Portfolio Consultants first reported a position in AX in Q3 2014 and held it in 6 quarters. The position peaked at $199K in Q2 2016. 218 funds tracked by Wall St. Rank hold AX as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining Axos Financial position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 11,215 Axos Financial shares in Q3 2016, an estimated $199K.
  • Independent Portfolio Consultants first reported a position in Axos Financial in Q3 2014 and held it in 6 quarters.
  • Independent Portfolio Consultants's Axos Financial position peaked at $199K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.