ICRM
AX icon

Insight Capital Research & Management’s Axos Financial AX Stock Holding History

Insight Capital Research & Management’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
Q2 		– Sell
-219,080
Closed -$4.7M – 126
2014
Q1 		$4.7M Sell
219,080
-6,524
-3% -$140K 1.08% 40
2013
Q4 		$4.42M Buy
+225,604
New +$4.06M 0.99% 36

Other funds holding AX

Renaissance Technologies
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
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
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
NAP
New Amsterdam Partners New York $272M AUM 12.21% 1-Year Est. Return

Insight Capital Research & Management's AX Position: Q2 2014 in Review

Insight Capital Research & Management sold out of Axos Financial (AX) in Q2 2014, closing a stake of 219,080 shares — an estimated $4.7M sold.

Insight Capital Research & Management first reported a position in AX in Q4 2013 and held it in 2 quarters. The position peaked at $4.7M in Q1 2014. 172 funds tracked by Wall St. Rank hold AX as of Q2 2014.

  • Insight Capital Research & Management reported no remaining Axos Financial position as of Q2 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 219,080 Axos Financial shares in Q2 2014, an estimated $4.7M.
  • Insight Capital Research & Management first reported a position in Axos Financial in Q4 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Axos Financial position peaked at $4.7M in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Axos Financial as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.