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Spot Trading’s Axos Financial AX Stock Holding History

Spot Trading’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
Q1 		– Sell
-35,906
Closed -$1.02M – 2888
2016
Q4 		$1.02M Buy
35,906
+10,936
+44% +$260K 0.02% 946
2016
Q3 		$559K Buy
24,970
+24,770
+12,385% +$481K 0.01% 1464
2016
Q2 		$4K Sell
200
-17,004
-99% -$319K ﹤0.01% 3156
2016
Q1 		$367K Sell
17,204
-3,220
-16% -$58.3K 0.01% 1807
2015
Q4 		$430K Buy
+20,424
New +$481K ﹤0.01% 2019
2015
Q2 		– Sell
-17,720
Closed -$421K – 3848
2015
Q1 		$412K Sell
17,720
-23,744
-57% -$522K ﹤0.01% 2259
2014
Q4 		$807K Buy
41,464
+27,952
+207% +$524K 0.01% 2025
2014
Q3 		$246K Buy
+13,512
New +$255K ﹤0.01% 3049
2014
Q1 		– Sell
-37,136
Closed -$728K – 4173
2013
Q4 		$728K Buy
37,136
+17,800
+92% +$320K ﹤0.01% 2204
2013
Q3 		$313K Buy
+19,336
New +$288K ﹤0.01% 2733

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

Spot Trading's AX Position: Q1 2017 in Review

Spot Trading sold out of Axos Financial (AX) in Q1 2017, closing a stake of 35,906 shares — an estimated $1.02M sold.

Spot Trading first reported a position in AX in Q3 2013 and held it in 10 quarters. The position peaked at $1.02M in Q4 2016. 225 funds tracked by Wall St. Rank hold AX as of Q1 2017.

  • Spot Trading reported no remaining Axos Financial position as of Q1 2017 after selling out during the quarter.
  • Spot Trading sold 35,906 Axos Financial shares in Q1 2017, an estimated $1.02M.
  • Spot Trading first reported a position in Axos Financial in Q3 2013 and held it in 10 quarters.
  • Spot Trading's Axos Financial position peaked at $1.02M in Q4 2016.
  • 225 funds tracked by Wall St. Rank held Axos Financial as of Q1 2017.

Based on Spot Trading's 13F filing for Q1 2017, filed 1 May 2017.