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WESPAC Advisors SoCal’s Axos Financial AX Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-100
Closed -$2.13K – 282
2016
Q1 		$2.13K Buy
+100
New +$1.81K ﹤0.01% 258

Other funds holding AX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

WESPAC Advisors SoCal's AX Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of Axos Financial (AX) in Q2 2016, closing a stake of 100 shares — an estimated $2.13K sold.

WESPAC Advisors SoCal first reported a position in AX in Q1 2016 and held it in 1 quarter. The position peaked at $2.13K in Q1 2016. 205 funds tracked by Wall St. Rank hold AX as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining Axos Financial position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 100 Axos Financial shares in Q2 2016, an estimated $2.13K.
  • WESPAC Advisors SoCal first reported a position in Axos Financial in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Axos Financial position peaked at $2.13K in Q1 2016.
  • 205 funds tracked by Wall St. Rank held Axos Financial as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.