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National Planning Corporation’s Axos Financial AX Stock Holding History

National Planning Corporation’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 		– Sell
-608
Closed -$12K – 757
2014
Q4 		$12K Buy
+608
New +$11.4K ﹤0.01% 1951

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

National Planning Corporation's AX Position: Q1 2015 in Review

National Planning Corporation sold out of Axos Financial (AX) in Q1 2015, closing a stake of 608 shares — an estimated $12K sold.

National Planning Corporation first reported a position in AX in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

  • National Planning Corporation reported no remaining Axos Financial position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 608 Axos Financial shares in Q1 2015, an estimated $12K.
  • National Planning Corporation first reported a position in Axos Financial in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Axos Financial position peaked at $12K in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.