Whitnell & Co’s Axos Financial AX Stock Holding History

Whitnell & Co’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 Q1	–	Sell	-278	Closed	-$8K	–	261
2016 Q4	$8K	Buy	+278	New	+$6.62K	﹤0.01%	263

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Whitnell & Co's AX Position: Q1 2017 in Review

Whitnell & Co sold out of Axos Financial (AX) in Q1 2017, closing a stake of 278 shares — an estimated $8K sold.

Whitnell & Co first reported a position in AX in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 225 funds tracked by Wall St. Rank hold AX as of Q1 2017.

Whitnell & Co reported no remaining Axos Financial position as of Q1 2017 after selling out during the quarter.
Whitnell & Co sold 278 Axos Financial shares in Q1 2017, an estimated $8K.
Whitnell & Co first reported a position in Axos Financial in Q4 2016 and held it in 1 quarter.
Whitnell & Co's Axos Financial position peaked at $8K in Q4 2016.
225 funds tracked by Wall St. Rank held Axos Financial as of Q1 2017.

Based on Whitnell & Co's 13F filing for Q1 2017, filed 19 Apr 2017.