TA
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Tiedemann Advisors’s Axos Financial AX Stock Holding History

Tiedemann Advisors’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
Q4 		– Sell
-15,701
Closed -$352K – 230
2017
Q3 		$352K Buy
+15,701
New +$410K 0.03% 260
2017
Q1 		– Sell
-14,466
Closed -$413K – 393
2016
Q4 		$413K Buy
+14,466
New +$344K 0.04% 233

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Tiedemann Advisors's AX Position: Q4 2017 in Review

Tiedemann Advisors sold out of Axos Financial (AX) in Q4 2017, closing a stake of 15,701 shares — an estimated $352K sold.

Tiedemann Advisors first reported a position in AX in Q4 2016 and held it in 2 quarters. The position peaked at $413K in Q4 2016. 237 funds tracked by Wall St. Rank hold AX as of Q4 2017.

  • Tiedemann Advisors reported no remaining Axos Financial position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 15,701 Axos Financial shares in Q4 2017, an estimated $352K.
  • Tiedemann Advisors first reported a position in Axos Financial in Q4 2016 and held it in 2 quarters.
  • Tiedemann Advisors's Axos Financial position peaked at $413K in Q4 2016.
  • 237 funds tracked by Wall St. Rank held Axos Financial as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.