Miles Capital’s Axos Financial AX Stock Holding History

Miles Capital’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 Q3	–	Sell	-7,234	Closed	-$296K	–	185
2018 Q2	$296K	Hold	7,234	–	–	0.18%	115
2018 Q1	$293K	Buy	7,234 +301	+4%	+$11K	0.16%	121
2017 Q4	$207K	Buy	+6,933	New	+$189K	0.12%	169

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Miles Capital's AX Position: Q3 2018 in Review

Miles Capital sold out of Axos Financial (AX) in Q3 2018, closing a stake of 7,234 shares — an estimated $296K sold.

Miles Capital first reported a position in AX in Q4 2017 and held it in 3 quarters. The position peaked at $296K in Q2 2018. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

Miles Capital reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
Miles Capital sold 7,234 Axos Financial shares in Q3 2018, an estimated $296K.
Miles Capital first reported a position in Axos Financial in Q4 2017 and held it in 3 quarters.
Miles Capital's Axos Financial position peaked at $296K in Q2 2018.
230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.