WFG Advisors’s Axos Financial AX Stock Holding History

WFG Advisors’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
2014 Q1	–	Sell	-400	Closed	-$8K	–	1996
2013 Q4	$8K	Hold	400	–	–	﹤0.01%	1633
2013 Q3	$6K	Buy	+400	New	+$5.96K	﹤0.01%	1668

Other funds holding AX

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

NAP

New Amsterdam Partners New York $272M AUM 12.21% 1-Year Est. Return

WFG Advisors's AX Position: Q1 2014 in Review

WFG Advisors sold out of Axos Financial (AX) in Q1 2014, closing a stake of 400 shares — an estimated $8K sold.

WFG Advisors first reported a position in AX in Q3 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 164 funds tracked by Wall St. Rank hold AX as of Q1 2014.

WFG Advisors reported no remaining Axos Financial position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 400 Axos Financial shares in Q1 2014, an estimated $8K.
WFG Advisors first reported a position in Axos Financial in Q3 2013 and held it in 2 quarters.
WFG Advisors's Axos Financial position peaked at $8K in Q4 2013.
164 funds tracked by Wall St. Rank held Axos Financial as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.