Wealthfront’s AXIS Capital AXS Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-11	Closed	-$1K	–	362
2015 Q3	$1K	Buy	+11	New	+$610	﹤0.01%	1192
2015 Q1	–	Sell	-10	Closed	-$1K	–	1197
2014 Q4	$1K	Buy	+10	New	+$489	﹤0.01%	616

Other funds holding AXS

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthfront's AXS Position: Q4 2015 in Review

Wealthfront sold out of AXIS Capital (AXS) in Q4 2015, closing a stake of 11 shares — an estimated $1K sold.

Wealthfront first reported a position in AXS in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 274 funds tracked by Wall St. Rank hold AXS as of Q4 2015.

Wealthfront reported no remaining AXIS Capital position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 11 AXIS Capital shares in Q4 2015, an estimated $1K.
Wealthfront first reported a position in AXIS Capital in Q4 2014 and held it in 2 quarters.
Wealthfront's AXIS Capital position peaked at $1K in Q3 2015.
274 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.