JIM
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Jupiter Investment Management’s Axos Financial AX Stock Holding History

Jupiter Investment Management’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
2016
Q3 		– Sell
-159,641
Closed -$2.83M – 368
2016
Q2 		$2.83M Buy
159,641
+123,093
+337% +$2.31M 0.05% 226
2016
Q1 		$779K Buy
+36,548
New +$662K 0.02% 330

Other funds holding AX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Investment Management's AX Position: Q3 2016 in Review

Jupiter Investment Management sold out of Axos Financial (AX) in Q3 2016, closing a stake of 159,641 shares — an estimated $2.83M sold.

Jupiter Investment Management first reported a position in AX in Q1 2016 and held it in 2 quarters. The position peaked at $2.83M in Q2 2016. 218 funds tracked by Wall St. Rank hold AX as of Q3 2016.

  • Jupiter Investment Management reported no remaining Axos Financial position as of Q3 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 159,641 Axos Financial shares in Q3 2016, an estimated $2.83M.
  • Jupiter Investment Management first reported a position in Axos Financial in Q1 2016 and held it in 2 quarters.
  • Jupiter Investment Management's Axos Financial position peaked at $2.83M in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2016.

Based on Jupiter Investment Management's 13F filing for Q3 2016, filed 28 Oct 2016.