Turner Investments’s Axos Financial AX Stock Holding History

Turner Investments’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
2016 Q4	–	Sell	-40,000	Closed	-$896K	–	263
2016 Q3	$896K	Buy	+40,000	New	+$776K	0.3%	110
2015 Q3	–	Sell	-36,760	Closed	-$971K	–	249
2015 Q2	$971K	Buy	+36,760	New	+$874K	0.18%	172

Other funds holding AX

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Turner Investments's AX Position: Q4 2016 in Review

Turner Investments sold out of Axos Financial (AX) in Q4 2016, closing a stake of 40,000 shares — an estimated $896K sold.

Turner Investments first reported a position in AX in Q2 2015 and held it in 2 quarters. The position peaked at $971K in Q2 2015. 229 funds tracked by Wall St. Rank hold AX as of Q4 2016.

Turner Investments reported no remaining Axos Financial position as of Q4 2016 after selling out during the quarter.
Turner Investments sold 40,000 Axos Financial shares in Q4 2016, an estimated $896K.
Turner Investments first reported a position in Axos Financial in Q2 2015 and held it in 2 quarters.
Turner Investments's Axos Financial position peaked at $971K in Q2 2015.
229 funds tracked by Wall St. Rank held Axos Financial as of Q4 2016.

Based on Turner Investments's 13F filing for Q4 2016, filed 8 Feb 2017.