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Benjamin F. Edwards & Company’s Icahn Enterprises IEP Stock Holding History

Benjamin F. Edwards & Company’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
2015
Q4 		– Sell
-380
Closed -$25K – 1195
2015
Q3 		$25K Sell
380
-100
-21% -$7.53K 0.01% 660
2015
Q2 		$42K Sell
480
-1,100
-70% -$99.1K 0.01% 634
2015
Q1 		$142K Hold
1,580
– – 0.03% 383
2014
Q4 		$146K Hold
1,580
– – 0.03% 341
2014
Q3 		$167K Buy
1,580
+430
+37% +$45.7K 0.04% 325
2014
Q2 		$115K Buy
1,150
+1,000
+667% +$100K 0.03% 361
2014
Q1 		$15K Buy
+150
New +$16.5K ﹤0.01% 632

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 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

Benjamin F. Edwards & Company's IEP Position: Q4 2015 in Review

Benjamin F. Edwards & Company sold out of Icahn Enterprises (IEP) in Q4 2015, closing a stake of 380 shares — an estimated $25K sold.

Benjamin F. Edwards & Company first reported a position in IEP in Q1 2014 and held it in 7 quarters. The position peaked at $167K in Q3 2014. 87 funds tracked by Wall St. Rank hold IEP as of Q4 2015.

  • Benjamin F. Edwards & Company reported no remaining Icahn Enterprises position as of Q4 2015 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 380 Icahn Enterprises shares in Q4 2015, an estimated $25K.
  • Benjamin F. Edwards & Company first reported a position in Icahn Enterprises in Q1 2014 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's Icahn Enterprises position peaked at $167K in Q3 2014.
  • 87 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2015.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2015, filed 12 Jan 2016.