LSC
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Lyon Street Capital’s Axos Financial AX Stock Holding History

Lyon Street Capital’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
Q3 		– Sell
-173,368
Closed -$1.99M – 44
2013
Q2 		$1.99M Buy
+173,368
New +$1.8M 0.98% 36

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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
ACMM
Arbor Capital Management (Minnesota) Minneapolis, Minnesota $190M AUM 10.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lyon Street Capital's AX Position: Q3 2013 in Review

Lyon Street Capital sold out of Axos Financial (AX) in Q3 2013, closing a stake of 173,368 shares — an estimated $1.99M sold.

Lyon Street Capital first reported a position in AX in Q2 2013 and held it in 1 quarter. The position peaked at $1.99M in Q2 2013. 137 funds tracked by Wall St. Rank hold AX as of Q3 2013.

  • Lyon Street Capital reported no remaining Axos Financial position as of Q3 2013 after selling out during the quarter.
  • Lyon Street Capital sold 173,368 Axos Financial shares in Q3 2013, an estimated $1.99M.
  • Lyon Street Capital first reported a position in Axos Financial in Q2 2013 and held it in 1 quarter.
  • Lyon Street Capital's Axos Financial position peaked at $1.99M in Q2 2013.
  • 137 funds tracked by Wall St. Rank held Axos Financial as of Q3 2013.

Based on Lyon Street Capital's 13F filing for Q3 2013, filed 8 Nov 2013.