Mackay Shields LLC’s Axos Financial AX Stock Holding History

Mackay Shields LLC’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
2019 Q1	–	Sell	-18,200	Closed	-$459K	–	1378
2018 Q4	$459K	Buy	+18,200	New	+$549K	﹤0.01%	1165

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mackay Shields LLC's AX Position: Q1 2019 in Review

Mackay Shields LLC sold out of Axos Financial (AX) in Q1 2019, closing a stake of 18,200 shares — an estimated $459K sold.

Mackay Shields LLC first reported a position in AX in Q4 2018 and held it in 1 quarter. The position peaked at $459K in Q4 2018. 240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

Mackay Shields LLC reported no remaining Axos Financial position as of Q1 2019 after selling out during the quarter.
Mackay Shields LLC sold 18,200 Axos Financial shares in Q1 2019, an estimated $459K.
Mackay Shields LLC first reported a position in Axos Financial in Q4 2018 and held it in 1 quarter.
Mackay Shields LLC's Axos Financial position peaked at $459K in Q4 2018.
240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on Mackay Shields LLC's 13F filing for Q1 2019, filed 13 May 2019.