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Invictus RG (Singapore)’s Axos Financial AX Stock Holding History

Invictus RG (Singapore)’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
2015
Q4 		– Sell
-380
Closed -$12K – 46
2015
Q3 		$12K Buy
+380
New +$11.4K 0.01% 523

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Invictus RG (Singapore)'s AX Position: Q4 2015 in Review

Invictus RG (Singapore) sold out of Axos Financial (AX) in Q4 2015, closing a stake of 380 shares — an estimated $12K sold.

Invictus RG (Singapore) first reported a position in AX in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 215 funds tracked by Wall St. Rank hold AX as of Q4 2015.

  • Invictus RG (Singapore) reported no remaining Axos Financial position as of Q4 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 380 Axos Financial shares in Q4 2015, an estimated $12K.
  • Invictus RG (Singapore) first reported a position in Axos Financial in Q3 2015 and held it in 1 quarter.
  • Invictus RG (Singapore)'s Axos Financial position peaked at $12K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Axos Financial as of Q4 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q4 2015.