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United Capital Financial Advisors’s AXIS Capital AXS Stock Holding History

United Capital Financial Advisors’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,113
Closed -$280K – 681
2013
Q2 		$280K Buy
+6,113
New +$269K 0.01% 615

Other funds holding AXS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

United Capital Financial Advisors's AXS Position: Q3 2013 in Review

United Capital Financial Advisors sold out of AXIS Capital (AXS) in Q3 2013, closing a stake of 6,113 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in AXS in Q2 2013 and held it in 1 quarter. The position peaked at $280K in Q2 2013. 266 funds tracked by Wall St. Rank hold AXS as of Q3 2013.

  • United Capital Financial Advisors reported no remaining AXIS Capital position as of Q3 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,113 AXIS Capital shares in Q3 2013, an estimated $280K.
  • United Capital Financial Advisors first reported a position in AXIS Capital in Q2 2013 and held it in 1 quarter.
  • United Capital Financial Advisors's AXIS Capital position peaked at $280K in Q2 2013.
  • 266 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2013.

Based on United Capital Financial Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.