Schroder Investment Management Group
AX icon

Schroder Investment Management Group’s Axos Financial AX Stock Holding History

Schroder Investment Management Group’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
2014
Q4 		– Sell
-5,772
Closed -$105K – 1344
2014
Q3 		$105K Hold
5,772
– – ﹤0.01% 1217
2014
Q2 		$106K Hold
5,772
– – ﹤0.01% 1190
2014
Q1 		$124K Buy
5,772
+932
+19% +$20K ﹤0.01% 1217
2013
Q4 		$94.9K Hold
4,840
– – ﹤0.01% 1295
2013
Q3 		$78.4K Buy
+4,840
New +$72.1K ﹤0.01% 1309

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 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Schroder Investment Management Group's AX Position: Q4 2014 in Review

Schroder Investment Management Group sold out of Axos Financial (AX) in Q4 2014, closing a stake of 5,772 shares — an estimated $105K sold.

Schroder Investment Management Group first reported a position in AX in Q3 2013 and held it in 5 quarters. The position peaked at $124K in Q1 2014. 169 funds tracked by Wall St. Rank hold AX as of Q4 2014.

  • Schroder Investment Management Group reported no remaining Axos Financial position as of Q4 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 5,772 Axos Financial shares in Q4 2014, an estimated $105K.
  • Schroder Investment Management Group first reported a position in Axos Financial in Q3 2013 and held it in 5 quarters.
  • Schroder Investment Management Group's Axos Financial position peaked at $124K in Q1 2014.
  • 169 funds tracked by Wall St. Rank held Axos Financial as of Q4 2014.

Based on Schroder Investment Management Group's 13F filing for Q4 2014, filed 17 Feb 2015.