VAM
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Visium Asset Management’s Axos Financial AX Stock Holding History

Visium Asset Management’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
2015
Q1 		– Sell
-43,968
Closed -$857K – 1023
2014
Q4 		$857K Buy
+43,968
New +$825K 0.01% 572

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Visium Asset Management's AX Position: Q1 2015 in Review

Visium Asset Management sold out of Axos Financial (AX) in Q1 2015, closing a stake of 43,968 shares — an estimated $857K sold.

Visium Asset Management first reported a position in AX in Q4 2014 and held it in 1 quarter. The position peaked at $857K in Q4 2014. 175 funds tracked by Wall St. Rank hold AX as of Q1 2015.

  • Visium Asset Management reported no remaining Axos Financial position as of Q1 2015 after selling out during the quarter.
  • Visium Asset Management sold 43,968 Axos Financial shares in Q1 2015, an estimated $857K.
  • Visium Asset Management first reported a position in Axos Financial in Q4 2014 and held it in 1 quarter.
  • Visium Asset Management's Axos Financial position peaked at $857K in Q4 2014.
  • 175 funds tracked by Wall St. Rank held Axos Financial as of Q1 2015.

Based on Visium Asset Management's 13F filing for Q1 2015, filed 15 May 2015.