CIAS
EBIX

Capital Investment Advisory Services’s Ebix Inc EBIX Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-100
Closed -$4K – 1425
2019
Q3 		$4K Hold
100
– – ﹤0.01% 1191
2019
Q2 		$4K Hold
100
– – ﹤0.01% 1205
2019
Q1 		$5K Hold
100
– – ﹤0.01% 997
2018
Q4 		$4K Buy
+100
New +$5.33K ﹤0.01% 989

Other funds holding EBIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Investment Advisory Services's EBIX Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Ebix Inc (EBIX) in Q4 2019, closing a stake of 100 shares — an estimated $4K sold.

Capital Investment Advisory Services first reported a position in EBIX in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 170 funds tracked by Wall St. Rank hold EBIX as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Ebix Inc position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 100 Ebix Inc shares in Q4 2019, an estimated $4K.
  • Capital Investment Advisory Services first reported a position in Ebix Inc in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Ebix Inc position peaked at $5K in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.