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Advantage Investment Management’s Icahn Enterprises IEP Stock Holding History

Advantage Investment Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,844
Closed -$278K – 934
2019
Q2 		$278K Buy
+3,844
New +$279K 0.21% 101
2018
Q2 		– Sell
-1,557
Closed -$89K – 991
2018
Q1 		$89K Sell
1,557
-158
-9% -$9.02K 0.03% 288
2017
Q4 		$91K Buy
1,715
+117
+7% +$6.36K 0.03% 294
2017
Q3 		$88K Buy
+1,598
New +$84.1K 0.03% 280

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advantage Investment Management's IEP Position: Q3 2019 in Review

Advantage Investment Management sold out of Icahn Enterprises (IEP) in Q3 2019, closing a stake of 3,844 shares — an estimated $278K sold.

Advantage Investment Management first reported a position in IEP in Q3 2017 and held it in 4 quarters. The position peaked at $278K in Q2 2019. 105 funds tracked by Wall St. Rank hold IEP as of Q3 2019.

  • Advantage Investment Management reported no remaining Icahn Enterprises position as of Q3 2019 after selling out during the quarter.
  • Advantage Investment Management sold 3,844 Icahn Enterprises shares in Q3 2019, an estimated $278K.
  • Advantage Investment Management first reported a position in Icahn Enterprises in Q3 2017 and held it in 4 quarters.
  • Advantage Investment Management's Icahn Enterprises position peaked at $278K in Q2 2019.
  • 105 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.