IPG Investment Advisors’s Axos Financial AX Stock Holding History

IPG Investment Advisors’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
2018 Q3	–	Sell	-15,500	Closed	-$634K	–	170
2018 Q2	$634K	Buy	+15,500	New	+$644K	0.22%	72
2017 Q3	–	Sell	-13,500	Closed	-$320K	–	143
2017 Q2	$320K	Buy	+13,500	New	+$319K	0.13%	87
2015 Q3	–	Sell	-38,260	Closed	-$1.01M	–	129
2015 Q2	$1.01M	Sell	38,260 -1,300	-3%	-$30.9K	0.37%	56
2015 Q1	$920K	Buy	39,560 +23,260	+143%	+$511K	0.35%	55
2014 Q4	$317K	Buy	+16,300	New	+$306K	0.12%	83
2014 Q3	–	Sell	-30,400	Closed	-$558K	–	110
2014 Q2	$558K	Buy	+30,400	New	+$598K	0.24%	50

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IPG Investment Advisors's AX Position: Q3 2018 in Review

IPG Investment Advisors sold out of Axos Financial (AX) in Q3 2018, closing a stake of 15,500 shares — an estimated $634K sold.

IPG Investment Advisors first reported a position in AX in Q2 2014 and held it in 6 quarters. The position peaked at $1.01M in Q2 2015. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

IPG Investment Advisors reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
IPG Investment Advisors sold 15,500 Axos Financial shares in Q3 2018, an estimated $634K.
IPG Investment Advisors first reported a position in Axos Financial in Q2 2014 and held it in 6 quarters.
IPG Investment Advisors's Axos Financial position peaked at $1.01M in Q2 2015.
230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on IPG Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.