KIG
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Kessler Investment Group’s Axos Financial AX Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-132
Closed -$2K – 106
2013
Q3 		$2K Buy
+132
New +$1.97K 0.01% 145

Other funds holding AX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

Kessler Investment Group's AX Position: Q4 2013 in Review

Kessler Investment Group sold out of Axos Financial (AX) in Q4 2013, closing a stake of 132 shares — an estimated $2K sold.

Kessler Investment Group first reported a position in AX in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 142 funds tracked by Wall St. Rank hold AX as of Q4 2013.

  • Kessler Investment Group reported no remaining Axos Financial position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 132 Axos Financial shares in Q4 2013, an estimated $2K.
  • Kessler Investment Group first reported a position in Axos Financial in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's Axos Financial position peaked at $2K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held Axos Financial as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.