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Allen Investment Management’s Icahn Enterprises IEP Stock Holding History

Allen 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
2017
Q4 		– Sell
-3,760
Closed -$206K – 190
2017
Q3 		$206K Sell
3,760
-802
-18% -$42.2K 0.01% 205
2017
Q2 		$236K Sell
4,562
-322
-7% -$16.1K 0.01% 208
2017
Q1 		$250K Buy
4,884
+133
+3% +$7.5K 0.01% 204
2016
Q4 		$285K Sell
4,751
-2,038
-30% -$110K 0.02% 194
2016
Q3 		$343K Buy
6,789
+35
+0.5% +$1.85K 0.02% 174
2016
Q2 		$365K Sell
6,754
-670
-9% -$38.2K 0.03% 164
2016
Q1 		$468K Buy
7,424
+145
+2% +$8.35K 0.04% 135
2015
Q4 		$446K Sell
7,279
-137
-2% -$9.93K 0.04% 134
2015
Q3 		$497K Buy
7,416
+390
+6% +$29.4K 0.05% 138
2015
Q2 		$609K Buy
7,026
+4,023
+134% +$363K 0.06% 130
2015
Q1 		$269K Sell
3,003
-125
-4% -$11.8K 0.02% 199
2014
Q4 		$289K Buy
+3,128
New +$316K 0.02% 192

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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allen Investment Management's IEP Position: Q4 2017 in Review

Allen Investment Management sold out of Icahn Enterprises (IEP) in Q4 2017, closing a stake of 3,760 shares — an estimated $206K sold.

Allen Investment Management first reported a position in IEP in Q4 2014 and held it in 12 quarters. The position peaked at $609K in Q2 2015. 95 funds tracked by Wall St. Rank hold IEP as of Q4 2017.

  • Allen Investment Management reported no remaining Icahn Enterprises position as of Q4 2017 after selling out during the quarter.
  • Allen Investment Management sold 3,760 Icahn Enterprises shares in Q4 2017, an estimated $206K.
  • Allen Investment Management first reported a position in Icahn Enterprises in Q4 2014 and held it in 12 quarters.
  • Allen Investment Management's Icahn Enterprises position peaked at $609K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2017.

Based on Allen Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.