MCM
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Mainstay Capital Management’s Axos Financial AX Stock Holding History

Mainstay Capital Management’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
2018
Q4 		– Sell
-820
Closed -$28K – 110
2018
Q3 		$28K Hold
820
– – 0.02% 257
2018
Q2 		$34K Hold
820
– – 0.03% 218
2018
Q1 		$33K Hold
820
– – 0.03% 182
2017
Q4 		$25K Buy
+820
New +$22.3K 0.02% 200

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Mainstay Capital Management's AX Position: Q4 2018 in Review

Mainstay Capital Management sold out of Axos Financial (AX) in Q4 2018, closing a stake of 820 shares — an estimated $28K sold.

Mainstay Capital Management first reported a position in AX in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q2 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Mainstay Capital Management reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 820 Axos Financial shares in Q4 2018, an estimated $28K.
  • Mainstay Capital Management first reported a position in Axos Financial in Q4 2017 and held it in 4 quarters.
  • Mainstay Capital Management's Axos Financial position peaked at $34K in Q2 2018.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.