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SpiderRock Advisors’s
Axos Financial
AX
Stock Holding History
SpiderRock Advisors’s Portfolio
AX Stock Details
AX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Hold
0
–
–
–
161
Other funds holding AX
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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
VOAM
Vertex One Asset Management
Vancouver, British Columbia, Canada
$434M AUM
37.82%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BCM
Basswood Capital Management
New York
$2.12B AUM
19.53%
1-Year Est. Return
EA
Emerald Advisers
Leola, Pennsylvania
$3.16B AUM
109.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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