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Magee Thomson Investment Partners’s Axos Financial AX Stock Holding History

Magee Thomson Investment 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
2015
Q1 		– Sell
-10,080
Closed -$197K – 103
2014
Q4 		$197K Hold
10,080
– – 0.05% 60
2014
Q3 		$184K Hold
10,080
– – 0.05% 64
2014
Q2 		$186K Sell
10,080
-7,668
-43% -$151K 0.05% 68
2014
Q1 		$381K Hold
17,748
– – 0.09% 31
2013
Q4 		$347K Hold
17,748
– – 0.08% 37
2013
Q3 		$287K Sell
17,748
-6,856
-28% -$102K 0.06% 44
2013
Q2 		$282K Buy
+24,604
New +$256K 0.06% 33

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magee Thomson Investment Partners's AX Position: Q1 2015 in Review

Magee Thomson Investment Partners sold out of Axos Financial (AX) in Q1 2015, closing a stake of 10,080 shares — an estimated $197K sold.

Magee Thomson Investment Partners first reported a position in AX in Q2 2013 and held it in 7 quarters. The position peaked at $381K in Q1 2014. 175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

  • Magee Thomson Investment Partners reported no remaining Axos Financial position as of Q1 2015 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 10,080 Axos Financial shares in Q1 2015, an estimated $197K.
  • Magee Thomson Investment Partners first reported a position in Axos Financial in Q2 2013 and held it in 7 quarters.
  • Magee Thomson Investment Partners's Axos Financial position peaked at $381K in Q1 2014.
  • 175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on Magee Thomson Investment Partners's 13F filing for Q1 2015, filed 4 May 2015.