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Belmont Global Advisors’s Icahn Enterprises IEP Stock Holding History

Belmont Global 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
2014
Q1 		– Sell
-24,543
Closed -$2.69M – 125
2013
Q4 		$2.69M Buy
+24,543
New +$2.67M 2.17% 8

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Belmont Global Advisors's IEP Position: Q1 2014 in Review

Belmont Global Advisors sold out of Icahn Enterprises (IEP) in Q1 2014, closing a stake of 24,543 shares — an estimated $2.69M sold.

Belmont Global Advisors first reported a position in IEP in Q4 2013 and held it in 1 quarter. The position peaked at $2.69M in Q4 2013. 72 funds tracked by Wall St. Rank hold IEP as of Q1 2014.

  • Belmont Global Advisors reported no remaining Icahn Enterprises position as of Q1 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 24,543 Icahn Enterprises shares in Q1 2014, an estimated $2.69M.
  • Belmont Global Advisors first reported a position in Icahn Enterprises in Q4 2013 and held it in 1 quarter.
  • Belmont Global Advisors's Icahn Enterprises position peaked at $2.69M in Q4 2013.
  • 72 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2014.

Based on Belmont Global Advisors's 13F filing for Q1 2014, filed 13 May 2014.