Winslow Evans & Crocker’s Axos Financial AX Stock Holding History

Winslow Evans & Crocker’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
2018 Q3	–	Sell	-4,700	Closed	-$194K	–	1106
2018 Q2	$194K	Buy	+4,700	New	+$195K	0.06%	259

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

VOAM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Winslow Evans & Crocker's AX Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of Axos Financial (AX) in Q3 2018, closing a stake of 4,700 shares — an estimated $194K sold.

Winslow Evans & Crocker first reported a position in AX in Q2 2018 and held it in 1 quarter. The position peaked at $194K in Q2 2018. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

Winslow Evans & Crocker reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 4,700 Axos Financial shares in Q3 2018, an estimated $194K.
Winslow Evans & Crocker first reported a position in Axos Financial in Q2 2018 and held it in 1 quarter.
Winslow Evans & Crocker's Axos Financial position peaked at $194K in Q2 2018.
230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.