Pathstone Family Office’s Axos Financial AX Stock Holding History

Pathstone Family Office’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 Q4	–	Sell	-100	Closed	-$3K	–	529
2018 Q3	$3K	Buy	+100	New	+$3.84K	﹤0.01%	201

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Pathstone Family Office's AX Position: Q4 2018 in Review

Pathstone Family Office sold out of Axos Financial (AX) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Pathstone Family Office first reported a position in AX in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

Pathstone Family Office reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
Pathstone Family Office sold 100 Axos Financial shares in Q4 2018, an estimated $3K.
Pathstone Family Office first reported a position in Axos Financial in Q3 2018 and held it in 1 quarter.
Pathstone Family Office's Axos Financial position peaked at $3K in Q3 2018.
245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Pathstone Family Office's 13F filing for Q4 2018, filed 14 Feb 2019.