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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 		$675K Hold
16,500
– – ﹤0.01% 2316
2018
Q1 		$669K Buy
+16,500
New +$601K ﹤0.01% 2317
2017
Q1 		– Sell
-1,200
Closed -$34K – 4284
2016
Q4 		$34K Sell
1,200
-27,600
-96% -$657K ﹤0.01% 4322
2016
Q3 		$645K Buy
28,800
+2,600
+10% +$50.5K ﹤0.01% 2132
2016
Q2 		$464K Sell
26,200
-11,100
-30% -$208K ﹤0.01% 2424
2016
Q1 		$796K Sell
37,300
-79,600
-68% -$1.44M 0.01% 1881
2015
Q4 		$2.46M Sell
116,900
-13,500
-10% -$318K 0.02% 1192
2015
Q3 		$4.2M Buy
130,400
+114,400
+715% +$3.42M 0.02% 1020
2015
Q2 		$423K Sell
16,000
-83,200
-84% -$1.98M ﹤0.01% 2951
2015
Q1 		$2.31M Sell
99,200
-78,800
-44% -$1.73M 0.02% 1167
2014
Q4 		$3.46M Buy
178,000
+83,600
+89% +$1.57M 0.03% 886
2014
Q3 		$1.72M Sell
94,400
-8,000
-8% -$151K 0.01% 1375
2014
Q2 		$1.88M Sell
102,400
-36,000
-26% -$708K 0.02% 1102
2014
Q1 		$2.97M Buy
138,400
+116,400
+529% +$2.5M 0.03% 971
2013
Q4 		$431K Buy
+22,000
New +$396K ﹤0.01% 2800
2013
Q3 		– Sell
-400
Closed -$5 – 5068
2013
Q2 		$5 Buy
+400
New +$4.16K ﹤0.01% 4845

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.