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Joel Isaacson & Co’s AXIS Capital AXS Stock Holding History

Joel Isaacson & Co’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-47
Closed -$3K – 745
2015
Q3 		$3K Hold
47
– – ﹤0.01% 655
2015
Q2 		$3K Hold
47
– – ﹤0.01% 681
2015
Q1 		$2K Hold
47
– – ﹤0.01% 646
2014
Q4 		$2K Hold
47
– – ﹤0.01% 579
2014
Q3 		$2K Buy
+47
New +$2.17K ﹤0.01% 566

Other funds holding AXS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Joel Isaacson & Co's AXS Position: Q4 2015 in Review

Joel Isaacson & Co sold out of AXIS Capital (AXS) in Q4 2015, closing a stake of 47 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in AXS in Q3 2014 and held it in 5 quarters. The position peaked at $3K in Q3 2015. 274 funds tracked by Wall St. Rank hold AXS as of Q4 2015.

  • Joel Isaacson & Co reported no remaining AXIS Capital position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 47 AXIS Capital shares in Q4 2015, an estimated $3K.
  • Joel Isaacson & Co first reported a position in AXIS Capital in Q3 2014 and held it in 5 quarters.
  • Joel Isaacson & Co's AXIS Capital position peaked at $3K in Q3 2015.
  • 274 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.