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Bolton LP’s Icahn Enterprises IEP Stock Holding History

Bolton LP’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
Q1 		– Sell
-12,200
Closed -$1.13M – 120
2014
Q4 		$1.13M Buy
+12,200
New +$1.23M 0.35% 50

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bolton LP's IEP Position: Q1 2015 in Review

Bolton LP sold out of Icahn Enterprises (IEP) in Q1 2015, closing a stake of 12,200 shares — an estimated $1.13M sold.

Bolton LP first reported a position in IEP in Q4 2014 and held it in 1 quarter. The position peaked at $1.13M in Q4 2014. 101 funds tracked by Wall St. Rank hold IEP as of Q1 2015.

  • Bolton LP reported no remaining Icahn Enterprises position as of Q1 2015 after selling out during the quarter.
  • Bolton LP sold 12,200 Icahn Enterprises shares in Q1 2015, an estimated $1.13M.
  • Bolton LP first reported a position in Icahn Enterprises in Q4 2014 and held it in 1 quarter.
  • Bolton LP's Icahn Enterprises position peaked at $1.13M in Q4 2014.
  • 101 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2015.

Based on Bolton LP's 13F filing for Q1 2015, filed 15 May 2015.