UCFA
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United Capital Financial Advisors’s Axos Financial AX Stock Holding History

United Capital Financial 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
2018
Q2 		– Sell
-6,000
Closed -$243K – 1306
2018
Q1 		$243K Sell
6,000
-2,000
-25% -$72.9K ﹤0.01% 1169
2017
Q4 		$239K Buy
+8,000
New +$218K ﹤0.01% 1184

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's AX Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Axos Financial (AX) in Q2 2018, closing a stake of 6,000 shares — an estimated $243K sold.

United Capital Financial Advisors first reported a position in AX in Q4 2017 and held it in 2 quarters. The position peaked at $243K in Q1 2018. 247 funds tracked by Wall St. Rank hold AX as of Q2 2018.

  • United Capital Financial Advisors reported no remaining Axos Financial position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,000 Axos Financial shares in Q2 2018, an estimated $243K.
  • United Capital Financial Advisors first reported a position in Axos Financial in Q4 2017 and held it in 2 quarters.
  • United Capital Financial Advisors's Axos Financial position peaked at $243K in Q1 2018.
  • 247 funds tracked by Wall St. Rank held Axos Financial as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.