RFA
AXA

Reilly Financial Advisors’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Reilly Financial Advisors’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-107
Closed -$2K – 849
2013
Q2 		$2K Buy
+107
New +$2K ﹤0.01% 783

Other funds holding AXA

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
NCM
Northroad Capital Management New York $43.8M AUM 1.94% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Reilly Financial Advisors's AXA Position: Q3 2013 in Review

Reilly Financial Advisors sold out of AXA ADS (1 ORD SHS) (AXA) in Q3 2013, closing a stake of 107 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in AXA in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 34 funds tracked by Wall St. Rank hold AXA as of Q3 2013.

  • Reilly Financial Advisors reported no remaining AXA ADS (1 ORD SHS) position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 107 AXA ADS (1 ORD SHS) shares in Q3 2013, an estimated $2K.
  • Reilly Financial Advisors first reported a position in AXA ADS (1 ORD SHS) in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's AXA ADS (1 ORD SHS) position peaked at $2K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.