Texas Yale Capital Corp’s Axos Financial AX Stock Holding History

Texas Yale Capital Corp’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 Q3	–	Sell	-14,925	Closed	-$407K	–	446
2019 Q2	$407K	Sell	14,925 -14,925	-50%	-$439K	0.03%	355
2019 Q1	$864K	Buy	29,850 +14,925	+100%	+$447K	0.03%	338
2018 Q4	$376K	Buy	+14,925	New	+$450K	0.03%	334
2018 Q3	–	Sell	-14,925	Closed	-$611K	–	437
2018 Q2	$611K	Buy	14,925 +5,000	+50%	+$208K	0.05%	290
2018 Q1	$402K	Hold	9,925	–	–	0.03%	347
2017 Q4	$297K	Buy	+9,925	New	+$270K	0.03%	399

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

EIP

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Texas Yale Capital Corp's AX Position: Q3 2019 in Review

Texas Yale Capital Corp sold out of Axos Financial (AX) in Q3 2019, closing a stake of 14,925 shares — an estimated $407K sold.

Texas Yale Capital Corp first reported a position in AX in Q4 2017 and held it in 6 quarters. The position peaked at $864K in Q1 2019. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

Texas Yale Capital Corp reported no remaining Axos Financial position as of Q3 2019 after selling out during the quarter.
Texas Yale Capital Corp sold 14,925 Axos Financial shares in Q3 2019, an estimated $407K.
Texas Yale Capital Corp first reported a position in Axos Financial in Q4 2017 and held it in 6 quarters.
Texas Yale Capital Corp's Axos Financial position peaked at $864K in Q1 2019.
226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on Texas Yale Capital Corp's 13F filing for Q3 2019, filed 31 Oct 2019.