IT
AXIA

Investors Trust’s AXIA Energia AXIA Stock Holding History

Investors Trust’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-19,809
Closed -$44K – 127
2013
Q3 		$44K Hold
19,809
– – 0.01% 103
2013
Q2 		$33K Buy
+19,809
New +$40.9K 0.01% 104

Other funds holding AXIA

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Investors Trust's AXIA Position: Q4 2013 in Review

Investors Trust sold out of AXIA Energia (AXIA) in Q4 2013, closing a stake of 19,809 shares — an estimated $44K sold.

Investors Trust first reported a position in AXIA in Q2 2013 and held it in 2 quarters. The position peaked at $44K in Q3 2013. 73 funds tracked by Wall St. Rank hold AXIA as of Q4 2013.

  • Investors Trust reported no remaining AXIA Energia position as of Q4 2013 after selling out during the quarter.
  • Investors Trust sold 19,809 AXIA Energia shares in Q4 2013, an estimated $44K.
  • Investors Trust first reported a position in AXIA Energia in Q2 2013 and held it in 2 quarters.
  • Investors Trust's AXIA Energia position peaked at $44K in Q3 2013.
  • 73 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2013.

Based on Investors Trust's 13F filing for Q4 2013, filed 13 Feb 2014.