Janney Montgomery Scott
AX icon

Janney Montgomery Scott’s Axos Financial AX Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-17,824
Closed -$613K – 1937
2018
Q3 		$613K Buy
+17,824
New +$685K 0.01% 1336
2015
Q3 		– Sell
-9,140
Closed -$242K – 1395
2015
Q2 		$242K Buy
9,140
+412
+5% +$9.8K 0.01% 1646
2015
Q1 		$203K Buy
+8,728
New +$192K ﹤0.01% 2086

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janney Montgomery Scott's AX Position: Q4 2018 in Review

Janney Montgomery Scott sold out of Axos Financial (AX) in Q4 2018, closing a stake of 17,824 shares — an estimated $613K sold.

Janney Montgomery Scott first reported a position in AX in Q1 2015 and held it in 3 quarters. The position peaked at $613K in Q3 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Janney Montgomery Scott reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,824 Axos Financial shares in Q4 2018, an estimated $613K.
  • Janney Montgomery Scott first reported a position in Axos Financial in Q1 2015 and held it in 3 quarters.
  • Janney Montgomery Scott's Axos Financial position peaked at $613K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Janney Montgomery Scott's 13F filing for Q4 2018, filed 1 Feb 2019.