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Nationwide Fund Advisors’s Axos Financial AX Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-326,211
Closed -$9.29M – 200
2017
Q3 		$9.29M Buy
326,211
+12,660
+4% +$331K 0.04% 696
2017
Q2 		$7.44M Sell
313,551
-15,699
-5% -$371K 0.03% 803
2017
Q1 		$8.6M Buy
329,250
+5,945
+2% +$172K 0.03% 723
2016
Q4 		$9.23M Sell
323,305
-39,167
-11% -$933K 0.04% 663
2016
Q3 		$8.12M Buy
362,472
+42,445
+13% +$824K 0.03% 728
2016
Q2 		$5.67M Buy
320,027
+9,758
+3% +$183K 0.02% 881
2016
Q1 		$6.63M Buy
310,269
+38,613
+14% +$700K 0.03% 788
2015
Q4 		$5.72M Buy
271,656
+44,888
+20% +$1.06M 0.02% 855
2015
Q3 		$7.3M Buy
226,768
+31,200
+16% +$932K 0.03% 703
2015
Q2 		$5.17M Buy
195,568
+26,160
+15% +$622K 0.02% 954
2015
Q1 		$3.94M Sell
169,408
-20,236
-11% -$445K 0.02% 1100
2014
Q4 		$3.69M Sell
189,644
-4,368
-2% -$82K 0.02% 1100
2014
Q3 		$3.53M Sell
194,012
-7,204
-4% -$136K 0.01% 1142
2014
Q2 		$3.7M Buy
201,216
+100,888
+101% +$1.99M 0.02% 1153
2014
Q1 		$2.15M Buy
100,328
+31,684
+46% +$681K 0.01% 1317
2013
Q4 		$1.35M Sell
68,644
-52,296
-43% -$941K 0.01% 1703
2013
Q3 		$1.96M Sell
120,940
-62,972
-34% -$938K 0.01% 1432
2013
Q2 		$2.11M Buy
+183,912
New +$1.91M 0.01% 1264

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Nationwide Fund Advisors's AX Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Axos Financial (AX) in Q4 2017, closing a stake of 326,211 shares — an estimated $9.29M sold.

Nationwide Fund Advisors first reported a position in AX in Q2 2013 and held it in 18 quarters. The position peaked at $9.29M in Q3 2017. 237 funds tracked by Wall St. Rank hold AX as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Axos Financial position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 326,211 Axos Financial shares in Q4 2017, an estimated $9.29M.
  • Nationwide Fund Advisors first reported a position in Axos Financial in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Axos Financial position peaked at $9.29M in Q3 2017.
  • 237 funds tracked by Wall St. Rank held Axos Financial as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.