1GA
EBIX

1st Global Advisors’s Ebix Inc EBIX Stock Holding History

1st Global Advisors’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,963
Closed -$161K – 434
2013
Q4 		$161K Sell
10,963
-8,225
-43% -$106K 0.03% 391
2013
Q3 		$191K Buy
19,188
+6,198
+48% +$67.4K 0.04% 374
2013
Q2 		$120K Buy
+12,990
New +$232K 0.03% 356

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

1st Global Advisors's EBIX Position: Q1 2014 in Review

1st Global Advisors sold out of Ebix Inc (EBIX) in Q1 2014, closing a stake of 10,963 shares — an estimated $161K sold.

1st Global Advisors first reported a position in EBIX in Q2 2013 and held it in 3 quarters. The position peaked at $191K in Q3 2013. 126 funds tracked by Wall St. Rank hold EBIX as of Q1 2014.

  • 1st Global Advisors reported no remaining Ebix Inc position as of Q1 2014 after selling out during the quarter.
  • 1st Global Advisors sold 10,963 Ebix Inc shares in Q1 2014, an estimated $161K.
  • 1st Global Advisors first reported a position in Ebix Inc in Q2 2013 and held it in 3 quarters.
  • 1st Global Advisors's Ebix Inc position peaked at $191K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2014.

Based on 1st Global Advisors's 13F filing for Q1 2014, filed 17 Apr 2014.