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Pier 88 Investment Partners’s Axos Financial AX Stock Holding History

Pier 88 Investment Partners’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
2019
Q1 		– Sell
-12,520
Closed -$315K – 98
2018
Q4 		$315K Sell
12,520
-6,840
-35% -$206K 0.16% 68
2018
Q3 		$666K Buy
19,360
+4,110
+27% +$158K 0.29% 49
2018
Q2 		$624K Buy
+15,250
New +$634K 0.29% 52

Other funds holding AX

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pier 88 Investment Partners's AX Position: Q1 2019 in Review

Pier 88 Investment Partners sold out of Axos Financial (AX) in Q1 2019, closing a stake of 12,520 shares — an estimated $315K sold.

Pier 88 Investment Partners first reported a position in AX in Q2 2018 and held it in 3 quarters. The position peaked at $666K in Q3 2018. 240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

  • Pier 88 Investment Partners reported no remaining Axos Financial position as of Q1 2019 after selling out during the quarter.
  • Pier 88 Investment Partners sold 12,520 Axos Financial shares in Q1 2019, an estimated $315K.
  • Pier 88 Investment Partners first reported a position in Axos Financial in Q2 2018 and held it in 3 quarters.
  • Pier 88 Investment Partners's Axos Financial position peaked at $666K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on Pier 88 Investment Partners's 13F filing for Q1 2019, filed 15 May 2019.