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Ballew Advisors’s Icahn Enterprises IEP Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-465
Closed -$33K – 258
2018
Q3 		$33K Buy
465
+12
+3% +$890 0.03% 194
2018
Q2 		$32K Buy
453
+23
+5% +$1.55K 0.04% 197
2018
Q1 		$25K Sell
430
-4,089
-90% -$233K 0.02% 219
2017
Q4 		$240K Buy
+4,519
New +$246K 0.24% 86

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ballew Advisors's IEP Position: Q4 2018 in Review

Ballew Advisors sold out of Icahn Enterprises (IEP) in Q4 2018, closing a stake of 465 shares — an estimated $33K sold.

Ballew Advisors first reported a position in IEP in Q4 2017 and held it in 4 quarters. The position peaked at $240K in Q4 2017. 103 funds tracked by Wall St. Rank hold IEP as of Q4 2018.

  • Ballew Advisors reported no remaining Icahn Enterprises position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 465 Icahn Enterprises shares in Q4 2018, an estimated $33K.
  • Ballew Advisors first reported a position in Icahn Enterprises in Q4 2017 and held it in 4 quarters.
  • Ballew Advisors's Icahn Enterprises position peaked at $240K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.