MAM
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Majedie Asset Management’s Axos Financial AX Stock Holding History

Majedie Asset 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
2017
Q3 		– Sell
-110,656
Closed -$2.63M – 73
2017
Q2 		$2.63M Sell
110,656
-3,206
-3% -$75.8K 0.25% 56
2017
Q1 		$2.98M Buy
113,862
+12,983
+13% +$375K 0.32% 57
2016
Q4 		$2.88M Sell
100,879
-9,912
-9% -$236K 0.39% 52
2016
Q3 		$2.48M Buy
110,791
+10,989
+11% +$213K 0.4% 47
2016
Q2 		$1.77M Buy
99,802
+19,410
+24% +$364K 0.29% 52
2016
Q1 		$1.72M Buy
80,392
+68,404
+571% +$1.24M 0.25% 53
2015
Q4 		$252K Buy
11,988
+2,600
+28% +$61.2K 0.03% 63
2015
Q3 		$302K Buy
+9,388
New +$280K 0.05% 60

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Majedie Asset Management's AX Position: Q3 2017 in Review

Majedie Asset Management sold out of Axos Financial (AX) in Q3 2017, closing a stake of 110,656 shares — an estimated $2.63M sold.

Majedie Asset Management first reported a position in AX in Q3 2015 and held it in 8 quarters. The position peaked at $2.98M in Q1 2017. 218 funds tracked by Wall St. Rank hold AX as of Q3 2017.

  • Majedie Asset Management reported no remaining Axos Financial position as of Q3 2017 after selling out during the quarter.
  • Majedie Asset Management sold 110,656 Axos Financial shares in Q3 2017, an estimated $2.63M.
  • Majedie Asset Management first reported a position in Axos Financial in Q3 2015 and held it in 8 quarters.
  • Majedie Asset Management's Axos Financial position peaked at $2.98M in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2017.

Based on Majedie Asset Management's 13F filing for Q3 2017, filed 9 Nov 2017.