ISL
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Ingalls & Snyder LLC’s Axos Financial AX Stock Holding History

Ingalls & Snyder LLC’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
Q4 		– Sell
-37,272
Closed -$603K – 352
2013
Q3 		$603K Sell
37,272
-3,356
-8% -$50K 0.04% 215
2013
Q2 		$465K Buy
+40,628
New +$422K 0.03% 237

Other funds holding AX

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Ingalls & Snyder LLC's AX Position: Q4 2013 in Review

Ingalls & Snyder LLC sold out of Axos Financial (AX) in Q4 2013, closing a stake of 37,272 shares — an estimated $603K sold.

Ingalls & Snyder LLC first reported a position in AX in Q2 2013 and held it in 2 quarters. The position peaked at $603K in Q3 2013. 142 funds tracked by Wall St. Rank hold AX as of Q4 2013.

  • Ingalls & Snyder LLC reported no remaining Axos Financial position as of Q4 2013 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 37,272 Axos Financial shares in Q4 2013, an estimated $603K.
  • Ingalls & Snyder LLC first reported a position in Axos Financial in Q2 2013 and held it in 2 quarters.
  • Ingalls & Snyder LLC's Axos Financial position peaked at $603K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Axos Financial as of Q4 2013.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2013, filed 24 Jan 2014.