OAM
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Orinda Asset Management’s Axos Financial AX Stock Holding History

Orinda Asset Management’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
2016
Q4 		– Sell
-5,751
Closed -$129K – 39
2016
Q3 		$129K Buy
+5,751
New +$112K 0.11% 66

Other funds holding AX

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Orinda Asset Management's AX Position: Q4 2016 in Review

Orinda Asset Management sold out of Axos Financial (AX) in Q4 2016, closing a stake of 5,751 shares — an estimated $129K sold.

Orinda Asset Management first reported a position in AX in Q3 2016 and held it in 1 quarter. The position peaked at $129K in Q3 2016. 229 funds tracked by Wall St. Rank hold AX as of Q4 2016.

  • Orinda Asset Management reported no remaining Axos Financial position as of Q4 2016 after selling out during the quarter.
  • Orinda Asset Management sold 5,751 Axos Financial shares in Q4 2016, an estimated $129K.
  • Orinda Asset Management first reported a position in Axos Financial in Q3 2016 and held it in 1 quarter.
  • Orinda Asset Management's Axos Financial position peaked at $129K in Q3 2016.
  • 229 funds tracked by Wall St. Rank held Axos Financial as of Q4 2016.

Based on Orinda Asset Management's 13F filing for Q4 2016, filed 30 Jan 2017.