JIC
AXA

Joel Isaacson & Co’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Joel Isaacson & Co’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,051
Closed -$52K – 627
2016
Q4 		$52K Hold
2,051
– – 0.01% 304
2016
Q3 		$43K Hold
2,051
– – 0.01% 350
2016
Q2 		$41K Hold
2,051
– – 0.01% 355
2016
Q1 		$48K Hold
2,051
– – 0.01% 344
2015
Q4 		$56K Hold
2,051
– – 0.01% 314
2015
Q3 		$50K Hold
2,051
– – 0.01% 340
2015
Q2 		$52K Hold
2,051
– – 0.01% 358
2015
Q1 		$52K Buy
+2,051
New +$52K 0.01% 351
2014
Q4 		– Sell
-2,051
Closed -$50K – 692
2014
Q3 		$50K Hold
2,051
– – 0.02% 303
2014
Q2 		$49K Hold
2,051
– – 0.02% 309
2014
Q1 		$53K Buy
+2,051
New +$53K 0.02% 290

Other funds holding AXA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Joel Isaacson & Co's AXA Position: Q1 2017 in Review

Joel Isaacson & Co sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2017, closing a stake of 2,051 shares — an estimated $52K sold.

Joel Isaacson & Co first reported a position in AXA in Q1 2014 and held it in 11 quarters. The position peaked at $56K in Q4 2015. 28 funds tracked by Wall St. Rank hold AXA as of Q1 2017.

  • Joel Isaacson & Co reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 2,051 AXA ADS (1 ORD SHS) shares in Q1 2017, an estimated $52K.
  • Joel Isaacson & Co first reported a position in AXA ADS (1 ORD SHS) in Q1 2014 and held it in 11 quarters.
  • Joel Isaacson & Co's AXA ADS (1 ORD SHS) position peaked at $56K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.