LWM
AXE

Liberty Wealth Management’s Anixter International Inc AXE Stock Holding History

Liberty Wealth Management’s Portfolio AXE Stock Details AXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-121
Closed -$8K – 976
2019
Q3 		$8K Sell
121
-3
-2% -$184 0.01% 567
2019
Q2 		$7K Hold
124
– – 0.01% 611
2019
Q1 		$6K Hold
124
– – ﹤0.01% 531
2018
Q4 		$6K Buy
+124
New +$7.81K ﹤0.01% 533

Other funds holding AXE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Liberty Wealth Management's AXE Position: Q4 2019 in Review

Liberty Wealth Management sold out of Anixter International Inc (AXE) in Q4 2019, closing a stake of 121 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in AXE in Q4 2018 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 237 funds tracked by Wall St. Rank hold AXE as of Q4 2019.

  • Liberty Wealth Management reported no remaining Anixter International Inc position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 121 Anixter International Inc shares in Q4 2019, an estimated $8K.
  • Liberty Wealth Management first reported a position in Anixter International Inc in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Anixter International Inc position peaked at $8K in Q3 2019.
  • 237 funds tracked by Wall St. Rank held Anixter International Inc as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.