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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
Q3 		$288K Buy
+10,100
New +$264K 0.01% 1997
2017
Q1 		– Sell
-28,200
Closed -$805K – 2887
2016
Q4 		$805K Buy
28,200
+24,200
+605% +$576K 0.02% 1098
2016
Q3 		$90K Sell
4,000
-1,000
-20% -$19.4K ﹤0.01% 2441
2016
Q2 		$89K Sell
5,000
-16,900
-77% -$317K ﹤0.01% 2580
2016
Q1 		$467K Buy
+21,900
New +$397K 0.01% 1629
2015
Q1 		– Sell
-4,000
Closed -$78K – 3887
2014
Q4 		$78K Sell
4,000
-40,000
-91% -$750K ﹤0.01% 3319
2014
Q3 		$800K Hold
44,000
– – ﹤0.01% 2231
2014
Q2 		$808K Buy
+44,000
New +$866K ﹤0.01% 2297
2014
Q1 		– Sell
-1,200
Closed -$24K – 4172
2013
Q4 		$24K Sell
1,200
-1,600
-57% -$28.8K ﹤0.01% 3641
2013
Q3 		$45K Buy
+2,800
New +$41.7K ﹤0.01% 3618

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.