WIM
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Westside Investment Management’s Axos Financial AX Stock Holding History

Westside Investment 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
2017
Q3 		– Sell
-1,263
Closed -$30.2K – 814
2017
Q2 		$30.2K Buy
+1,263
New +$29.9K 0.02% 325

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Westside Investment Management's AX Position: Q3 2017 in Review

Westside Investment Management sold out of Axos Financial (AX) in Q3 2017, closing a stake of 1,263 shares — an estimated $30.2K sold.

Westside Investment Management first reported a position in AX in Q2 2017 and held it in 1 quarter. The position peaked at $30.2K in Q2 2017. 218 funds tracked by Wall St. Rank hold AX as of Q3 2017.

  • Westside Investment Management reported no remaining Axos Financial position as of Q3 2017 after selling out during the quarter.
  • Westside Investment Management sold 1,263 Axos Financial shares in Q3 2017, an estimated $30.2K.
  • Westside Investment Management first reported a position in Axos Financial in Q2 2017 and held it in 1 quarter.
  • Westside Investment Management's Axos Financial position peaked at $30.2K in Q2 2017.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2017.

Based on Westside Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.