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Stancorp Investment Advisers’s Axos Financial AX Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		– Sell
-200
Closed -$4K – 700
2014
Q4 		$4K Buy
+200
New +$3.75K ﹤0.01% 546

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
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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stancorp Investment Advisers's AX Position: Q1 2015 in Review

Stancorp Investment Advisers sold out of Axos Financial (AX) in Q1 2015, closing a stake of 200 shares — an estimated $4K sold.

Stancorp Investment Advisers first reported a position in AX in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

  • Stancorp Investment Advisers reported no remaining Axos Financial position as of Q1 2015 after selling out during the quarter.
  • Stancorp Investment Advisers sold 200 Axos Financial shares in Q1 2015, an estimated $4K.
  • Stancorp Investment Advisers first reported a position in Axos Financial in Q4 2014 and held it in 1 quarter.
  • Stancorp Investment Advisers's Axos Financial position peaked at $4K in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.