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Lombardia Capital Partners’s Axos Financial AX Stock Holding History

Lombardia Capital 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
Q1 		$338K Sell
12,934
-169,442
-93% -$4.9M 0.31% 100
2016
Q4 		$5.21M Sell
182,376
-249,581
-58% -$5.94M 0.53% 80
2016
Q3 		$9.68M Buy
+431,957
New +$8.39M 0.66% 63

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
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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lombardia Capital Partners's AX Position: Q1 2017 in Review

Lombardia Capital Partners reduced its Axos Financial (AX) stake by 93% in Q1 2017, selling an estimated $4.9M and leaving 12,934 shares worth $338K. The position accounts for 0.31% of the portfolio, ranked #100.

Lombardia Capital Partners first reported a position in AX in Q3 2016 and has held it in 3 quarters since. The position peaked at $9.68M in Q3 2016. 225 funds tracked by Wall St. Rank hold AX as of Q1 2017.

  • Lombardia Capital Partners held 12,934 shares of Axos Financial worth $338K as of Q1 2017.
  • Lombardia Capital Partners sold 169,442 Axos Financial shares in Q1 2017, an estimated $4.9M.
  • Axos Financial made up 0.31% of Lombardia Capital Partners's portfolio in Q1 2017, its #100 holding.
  • Lombardia Capital Partners first reported a position in Axos Financial in Q3 2016 and has held it in 3 quarters since.
  • Lombardia Capital Partners's Axos Financial position peaked at $9.68M in Q3 2016.
  • 225 funds tracked by Wall St. Rank held Axos Financial as of Q1 2017.

Based on Lombardia Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.