Mariner Wealth Advisors (NYC)’s Axos Financial AX Stock Holding History

Mariner Wealth Advisors (NYC)’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	$4K	Buy	+180	New	+$3.95K	﹤0.01%	535

Other funds holding AX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

TCP

TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s AX Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Axos Financial (AX) in Q1 2015: 180 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

Mariner Wealth Advisors (NYC) held 180 shares of Axos Financial worth $4K as of Q1 2015.
Axos Financial was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Axos Financial made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #535 holding.
175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.