PCA
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Peddock Capital Advisors’s Axos Financial AX Stock Holding History

Peddock Capital Advisors’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
2017
Q4 		– Sell
-720
Closed -$20K – 253
2017
Q3 		$20K Hold
720
– – 0.01% 201
2017
Q2 		$17K Hold
720
– – 0.01% 212
2017
Q1 		$19K Buy
+720
New +$20.8K 0.01% 186

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Peddock Capital Advisors's AX Position: Q4 2017 in Review

Peddock Capital Advisors sold out of Axos Financial (AX) in Q4 2017, closing a stake of 720 shares — an estimated $20K sold.

Peddock Capital Advisors first reported a position in AX in Q1 2017 and held it in 3 quarters. The position peaked at $20K in Q3 2017. 237 funds tracked by Wall St. Rank hold AX as of Q4 2017.

  • Peddock Capital Advisors reported no remaining Axos Financial position as of Q4 2017 after selling out during the quarter.
  • Peddock Capital Advisors sold 720 Axos Financial shares in Q4 2017, an estimated $20K.
  • Peddock Capital Advisors first reported a position in Axos Financial in Q1 2017 and held it in 3 quarters.
  • Peddock Capital Advisors's Axos Financial position peaked at $20K in Q3 2017.
  • 237 funds tracked by Wall St. Rank held Axos Financial as of Q4 2017.

Based on Peddock Capital Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.