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Moneta Group Investment Advisors’s Axos Financial AX Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-140
Closed -$5K – 158
2015
Q3 		$5K Buy
+140
New +$4.18K ﹤0.01% 474

Other funds holding AX

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Moneta Group Investment Advisors's AX Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Axos Financial (AX) in Q4 2015, closing a stake of 140 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in AX in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 215 funds tracked by Wall St. Rank hold AX as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Axos Financial position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 140 Axos Financial shares in Q4 2015, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in Axos Financial in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Axos Financial position peaked at $5K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Axos Financial as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.