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PEAK6 Group’s Axos Financial AX Stock Holding History

PEAK6 Group’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
-21,604
Closed -$514K – 4686
2016
Q3 		$484K Buy
+21,604
New +$419K ﹤0.01% 2373
2016
Q2 		– Sell
-22,572
Closed -$424K – 4282
2016
Q1 		$482K Buy
+22,572
New +$409K ﹤0.01% 2315
2015
Q1 		– Sell
-17,116
Closed -$376K – 4726
2014
Q4 		$333K Sell
17,116
-6,736
-28% -$126K ﹤0.01% 2931
2014
Q3 		$434K Buy
23,852
+6,784
+40% +$128K ﹤0.01% 2607
2014
Q2 		$313K Buy
+17,068
New +$336K ﹤0.01% 2777
2014
Q1 		– Sell
-200,800
Closed -$4.31M – 4849
2013
Q4 		$3.94M Sell
200,800
-215,848
-52% -$3.88M 0.03% 902
2013
Q3 		$3.38M Buy
+416,648
New +$6.21M 0.02% 1101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PEAK6 Group's AX Position: Q4 2016 in Review

PEAK6 Group sold out of Axos Financial (AX) in Q4 2016, closing a stake of 21,604 shares — an estimated $514K sold.

PEAK6 Group first reported a position in AX in Q3 2013 and held it in 7 quarters. The position peaked at $3.94M in Q4 2013. 229 funds tracked by Wall St. Rank hold AX as of Q4 2016.

  • PEAK6 Group reported no remaining Axos Financial position as of Q4 2016 after selling out during the quarter.
  • PEAK6 Group sold 21,604 Axos Financial shares in Q4 2016, an estimated $514K.
  • PEAK6 Group first reported a position in Axos Financial in Q3 2013 and held it in 7 quarters.
  • PEAK6 Group's Axos Financial position peaked at $3.94M in Q4 2013.
  • 229 funds tracked by Wall St. Rank held Axos Financial as of Q4 2016.

Based on PEAK6 Group's 13F filing for Q4 2016, filed 13 Feb 2017.