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Trust Company of Toledo’s Axos Financial AX Stock Holding History

Trust Company of Toledo’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
2018
Q4 		– Sell
-6,562
Closed -$226K – 175
2018
Q3 		$226K Sell
6,562
-199
-3% -$7.64K 0.06% 172
2018
Q2 		$277K Sell
6,761
-892
-12% -$37.1K 0.07% 159
2018
Q1 		$310K Buy
7,653
+87
+1% +$3.17K 0.08% 153
2017
Q4 		$226K Buy
7,566
+3
+0% +$82 0.06% 183
2017
Q3 		$215K Buy
+7,563
New +$198K 0.05% 176

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Trust Company of Toledo's AX Position: Q4 2018 in Review

Trust Company of Toledo sold out of Axos Financial (AX) in Q4 2018, closing a stake of 6,562 shares — an estimated $226K sold.

Trust Company of Toledo first reported a position in AX in Q3 2017 and held it in 5 quarters. The position peaked at $310K in Q1 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Trust Company of Toledo reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • Trust Company of Toledo sold 6,562 Axos Financial shares in Q4 2018, an estimated $226K.
  • Trust Company of Toledo first reported a position in Axos Financial in Q3 2017 and held it in 5 quarters.
  • Trust Company of Toledo's Axos Financial position peaked at $310K in Q1 2018.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Trust Company of Toledo's 13F filing for Q4 2018, filed 24 Jan 2019.