Bolton LP’s Ebix Inc EBIX Stock Holding History

Bolton LP’s Portfolio EBIX Stock Details EBIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-156,280	Closed	-$2.3M	–	341
2013 Q4	$2.3M	Buy	156,280 +132,180	+548%	+$1.7M	0.43%	40
2013 Q3	$240K	Buy	+24,100	New	+$262K	0.07%	146

Other funds holding EBIX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bolton LP's EBIX Position: Q1 2014 in Review

Bolton LP sold out of Ebix Inc (EBIX) in Q1 2014, closing a stake of 156,280 shares — an estimated $2.3M sold.

Bolton LP first reported a position in EBIX in Q3 2013 and held it in 2 quarters. The position peaked at $2.3M in Q4 2013. 126 funds tracked by Wall St. Rank hold EBIX as of Q1 2014.

Bolton LP reported no remaining Ebix Inc position as of Q1 2014 after selling out during the quarter.
Bolton LP sold 156,280 Ebix Inc shares in Q1 2014, an estimated $2.3M.
Bolton LP first reported a position in Ebix Inc in Q3 2013 and held it in 2 quarters.
Bolton LP's Ebix Inc position peaked at $2.3M in Q4 2013.
126 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2014.

Based on Bolton LP's 13F filing for Q1 2014, filed 15 May 2014.