PAM
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Princeton Alpha Management’s Axos Financial AX Stock Holding History

Princeton Alpha Management’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
2016
Q3 		– Sell
-26,191
Closed -$464K – 749
2016
Q2 		$464K Buy
+26,191
New +$492K 0.08% 371

Other funds holding AX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Princeton Alpha Management's AX Position: Q3 2016 in Review

Princeton Alpha Management sold out of Axos Financial (AX) in Q3 2016, closing a stake of 26,191 shares — an estimated $464K sold.

Princeton Alpha Management first reported a position in AX in Q2 2016 and held it in 1 quarter. The position peaked at $464K in Q2 2016. 218 funds tracked by Wall St. Rank hold AX as of Q3 2016.

  • Princeton Alpha Management reported no remaining Axos Financial position as of Q3 2016 after selling out during the quarter.
  • Princeton Alpha Management sold 26,191 Axos Financial shares in Q3 2016, an estimated $464K.
  • Princeton Alpha Management first reported a position in Axos Financial in Q2 2016 and held it in 1 quarter.
  • Princeton Alpha Management's Axos Financial position peaked at $464K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2016.

Based on Princeton Alpha Management's 13F filing for Q3 2016, filed 10 Nov 2016.