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Cahill Financial Advisors’s Icahn Enterprises IEP Stock Holding History

Cahill Financial 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
2015
Q1 		– Sell
-3,100
Closed -$287K – 103
2014
Q4 		$287K Buy
+3,100
New +$313K 0.22% 87

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 $303B AUM 53.02% 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 $1.26B AUM 31.39% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 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

Cahill Financial Advisors's IEP Position: Q1 2015 in Review

Cahill Financial Advisors sold out of Icahn Enterprises (IEP) in Q1 2015, closing a stake of 3,100 shares — an estimated $287K sold.

Cahill Financial Advisors first reported a position in IEP in Q4 2014 and held it in 1 quarter. The position peaked at $287K in Q4 2014. 101 funds tracked by Wall St. Rank hold IEP as of Q1 2015.

  • Cahill Financial Advisors reported no remaining Icahn Enterprises position as of Q1 2015 after selling out during the quarter.
  • Cahill Financial Advisors sold 3,100 Icahn Enterprises shares in Q1 2015, an estimated $287K.
  • Cahill Financial Advisors first reported a position in Icahn Enterprises in Q4 2014 and held it in 1 quarter.
  • Cahill Financial Advisors's Icahn Enterprises position peaked at $287K in Q4 2014.
  • 101 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2015.

Based on Cahill Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.