Capstone Investment Advisors
EBIX

Capstone Investment Advisors’s Ebix Inc EBIX Stock Holding History

Capstone Investment Advisors’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
2017
Q3 		– Sell
-4,391
Closed -$236K – 847
2017
Q2 		$236K Sell
4,391
-5,447
-55% -$314K 0.01% 530
2017
Q1 		$602K Buy
9,838
+5,989
+156% +$356K 0.02% 551
2016
Q4 		$219K Buy
+3,849
New +$224K 0.01% 802

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Capstone Investment Advisors's EBIX Position: Q3 2017 in Review

Capstone Investment Advisors sold out of Ebix Inc (EBIX) in Q3 2017, closing a stake of 4,391 shares — an estimated $236K sold.

Capstone Investment Advisors first reported a position in EBIX in Q4 2016 and held it in 3 quarters. The position peaked at $602K in Q1 2017. 170 funds tracked by Wall St. Rank hold EBIX as of Q3 2017.

  • Capstone Investment Advisors reported no remaining Ebix Inc position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,391 Ebix Inc shares in Q3 2017, an estimated $236K.
  • Capstone Investment Advisors first reported a position in Ebix Inc in Q4 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Ebix Inc position peaked at $602K in Q1 2017.
  • 170 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.