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RPg Family Wealth Advisory’s Axos Financial AX Stock Holding History

RPg Family Wealth Advisory’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
-134,874
Closed -$3.84M – 274
2017
Q3 		$3.84M Buy
134,874
+1,262
+0.9% +$33K 3.14% 15
2017
Q2 		$3.17M Sell
133,612
-965
-0.7% -$22.8K 2.76% 16
2017
Q1 		$3.52M Buy
+134,577
New +$3.89M 2.91% 17

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $637M AUM 40.98% 1-Year Est. Return

RPg Family Wealth Advisory's AX Position: Q4 2017 in Review

RPg Family Wealth Advisory sold out of Axos Financial (AX) in Q4 2017, closing a stake of 134,874 shares — an estimated $3.84M sold.

RPg Family Wealth Advisory first reported a position in AX in Q1 2017 and held it in 3 quarters. The position peaked at $3.84M in Q3 2017. 237 funds tracked by Wall St. Rank hold AX as of Q4 2017.

  • RPg Family Wealth Advisory reported no remaining Axos Financial position as of Q4 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 134,874 Axos Financial shares in Q4 2017, an estimated $3.84M.
  • RPg Family Wealth Advisory first reported a position in Axos Financial in Q1 2017 and held it in 3 quarters.
  • RPg Family Wealth Advisory's Axos Financial position peaked at $3.84M in Q3 2017.
  • 237 funds tracked by Wall St. Rank held Axos Financial as of Q4 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.