PSI
AX icon

Pinnacle Summer Investments’s Axos Financial AX Stock Holding History

Pinnacle Summer Investments’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
2015
Q3 		– Sell
-8,000
Closed -$211K – 987
2015
Q2 		$211K Buy
+8,000
New +$190K 0.04% 172

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Pinnacle Summer Investments's AX Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of Axos Financial (AX) in Q3 2015, closing a stake of 8,000 shares — an estimated $211K sold.

Pinnacle Summer Investments first reported a position in AX in Q2 2015 and held it in 1 quarter. The position peaked at $211K in Q2 2015. 205 funds tracked by Wall St. Rank hold AX as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining Axos Financial position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 8,000 Axos Financial shares in Q3 2015, an estimated $211K.
  • Pinnacle Summer Investments first reported a position in Axos Financial in Q2 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's Axos Financial position peaked at $211K in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Axos Financial as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.