ZIM
AX icon

Zacks Investment Management’s Axos Financial AX Stock Holding History

Zacks 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
2015
Q2 		– Sell
-9,276
Closed -$216K – 631
2015
Q1 		$216K Buy
+9,276
New +$204K 0.01% 580
2014
Q4 		– Sell
-54,380
Closed -$988K – 630
2014
Q3 		$988K Sell
54,380
-16,016
-23% -$302K 0.03% 258
2014
Q2 		$1.29M Buy
70,396
+25,644
+57% +$505K 0.05% 219
2014
Q1 		$959K Sell
44,752
-1,932
-4% -$41.5K 0.04% 258
2013
Q4 		$915K Sell
46,684
-23,600
-34% -$424K 0.04% 260
2013
Q3 		$1.14M Buy
70,284
+6,276
+10% +$93.5K 0.05% 220
2013
Q2 		$733K Buy
+64,008
New +$665K 0.03% 255

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Zacks Investment Management's AX Position: Q2 2015 in Review

Zacks Investment Management sold out of Axos Financial (AX) in Q2 2015, closing a stake of 9,276 shares — an estimated $216K sold.

Zacks Investment Management first reported a position in AX in Q2 2013 and held it in 7 quarters. The position peaked at $1.29M in Q2 2014. 192 funds tracked by Wall St. Rank hold AX as of Q2 2015.

  • Zacks Investment Management reported no remaining Axos Financial position as of Q2 2015 after selling out during the quarter.
  • Zacks Investment Management sold 9,276 Axos Financial shares in Q2 2015, an estimated $216K.
  • Zacks Investment Management first reported a position in Axos Financial in Q2 2013 and held it in 7 quarters.
  • Zacks Investment Management's Axos Financial position peaked at $1.29M in Q2 2014.
  • 192 funds tracked by Wall St. Rank held Axos Financial as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.