KJHP
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K.J. Harrison & Partners’s Axos Financial AX Stock Holding History

K.J. Harrison & Partners’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
2017
Q2 		– Sell
-25,000
Closed -$653K – 167
2017
Q1 		$653K Buy
25,000
+17,500
+233% +$506K 0.27% 97
2016
Q4 		$214K Buy
+7,500
New +$179K 0.09% 187

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

K.J. Harrison & Partners's AX Position: Q2 2017 in Review

K.J. Harrison & Partners sold out of Axos Financial (AX) in Q2 2017, closing a stake of 25,000 shares — an estimated $653K sold.

K.J. Harrison & Partners first reported a position in AX in Q4 2016 and held it in 2 quarters. The position peaked at $653K in Q1 2017. 206 funds tracked by Wall St. Rank hold AX as of Q2 2017.

  • K.J. Harrison & Partners reported no remaining Axos Financial position as of Q2 2017 after selling out during the quarter.
  • K.J. Harrison & Partners sold 25,000 Axos Financial shares in Q2 2017, an estimated $653K.
  • K.J. Harrison & Partners first reported a position in Axos Financial in Q4 2016 and held it in 2 quarters.
  • K.J. Harrison & Partners's Axos Financial position peaked at $653K in Q1 2017.
  • 206 funds tracked by Wall St. Rank held Axos Financial as of Q2 2017.

Based on K.J. Harrison & Partners's 13F filing for Q2 2017, filed 28 Jul 2017.