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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
2018
Q2 		$7.95M Sell
194,300
-127,500
-40% -$5.3M 0.03% 548
2018
Q1 		$13M Buy
+321,800
New +$11.7M 0.06% 350
2017
Q1 		– Sell
-29,800
Closed -$851K – 4283
2016
Q4 		$851K Sell
29,800
-2,400
-7% -$57.1K 0.01% 2019
2016
Q3 		$721K Buy
32,200
+30,300
+1,595% +$588K 0.01% 2048
2016
Q2 		$34K Sell
1,900
-27,600
-94% -$518K ﹤0.01% 3962
2016
Q1 		$630K Sell
29,500
-152,800
-84% -$2.77M 0.01% 2082
2015
Q4 		$3.84M Buy
182,300
+5,500
+3% +$130K 0.03% 898
2015
Q3 		$5.69M Sell
176,800
-6,400
-3% -$191K 0.03% 791
2015
Q2 		$4.84M Sell
183,200
-26,000
-12% -$618K 0.03% 858
2015
Q1 		$4.87M Buy
209,200
+57,600
+38% +$1.27M 0.04% 691
2014
Q4 		$2.95M Buy
151,600
+59,600
+65% +$1.12M 0.02% 1000
2014
Q3 		$1.67M Sell
92,000
-29,600
-24% -$559K 0.01% 1399
2014
Q2 		$2.23M Sell
121,600
-172,800
-59% -$3.4M 0.02% 1002
2014
Q1 		$6.31M Buy
294,400
+215,200
+272% +$4.62M 0.05% 484
2013
Q4 		$1.55M Sell
79,200
-52,800
-40% -$950K 0.01% 1642
2013
Q3 		$1.07M Buy
132,000
+88,000
+200% +$1.31M 0.01% 2097
2013
Q2 		$504 Buy
+44,000
New +$457K ﹤0.01% 2773

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.