TDAM USA’s Axos Financial AX Stock Holding History

TDAM USA’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
2019 Q1	–	Sell	-48,656	Closed	-$1.23M	–	245
2018 Q4	$1.23M	Sell	48,656 -14,973	-24%	-$452K	0.09%	162
2018 Q3	$2.19M	Buy	+63,629	New	+$2.44M	0.13%	130

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TDAM USA's AX Position: Q1 2019 in Review

TDAM USA sold out of Axos Financial (AX) in Q1 2019, closing a stake of 48,656 shares — an estimated $1.23M sold.

TDAM USA first reported a position in AX in Q3 2018 and held it in 2 quarters. The position peaked at $2.19M in Q3 2018. 240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

TDAM USA reported no remaining Axos Financial position as of Q1 2019 after selling out during the quarter.
TDAM USA sold 48,656 Axos Financial shares in Q1 2019, an estimated $1.23M.
TDAM USA first reported a position in Axos Financial in Q3 2018 and held it in 2 quarters.
TDAM USA's Axos Financial position peaked at $2.19M in Q3 2018.
240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.