IRON Financial’s AXIA Energia AXIA Stock Holding History

IRON Financial’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
2015 Q4	–	Sell	-16,051	Closed	-$16K	–	95
2015 Q3	$16K	Sell	16,051 -404	-2%	-$479	0.01%	87
2015 Q2	$24K	Hold	16,455	–	–	0.02%	72
2015 Q1	$24K	Sell	16,455 -1,705	-9%	-$2.53K	0.02%	72
2014 Q4	$308	Hold	18,160	–	–	0.03%	87
2014 Q3	$39K	Hold	18,160	–	–	0.05%	68
2014 Q2	$42K	Hold	18,160	–	–	0.04%	80
2014 Q1	$41K	Buy	+18,160	New	+$32.7K	0.03%	73

Other funds holding AXIA

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IRON Financial's AXIA Position: Q4 2015 in Review

IRON Financial sold out of AXIA Energia (AXIA) in Q4 2015, closing a stake of 16,051 shares — an estimated $16K sold.

IRON Financial first reported a position in AXIA in Q1 2014 and held it in 7 quarters. The position peaked at $42K in Q2 2014. 62 funds tracked by Wall St. Rank hold AXIA as of Q4 2015.

IRON Financial reported no remaining AXIA Energia position as of Q4 2015 after selling out during the quarter.
IRON Financial sold 16,051 AXIA Energia shares in Q4 2015, an estimated $16K.
IRON Financial first reported a position in AXIA Energia in Q1 2014 and held it in 7 quarters.
IRON Financial's AXIA Energia position peaked at $42K in Q2 2014.
62 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2015.

Based on IRON Financial's 13F filing for Q4 2015, filed 19 Jan 2016.