CPIG
EBIX

Chicago Partners Investment Group’s Ebix Inc EBIX Stock Holding History

Chicago Partners Investment Group’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
2018
Q4 		– Sell
-430
Closed -$23K – 1090
2018
Q3 		$23K Buy
+430
New +$34.2K ﹤0.01% 664

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Chicago Partners Investment Group's EBIX Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Ebix Inc (EBIX) in Q4 2018, closing a stake of 430 shares — an estimated $23K sold.

Chicago Partners Investment Group first reported a position in EBIX in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 191 funds tracked by Wall St. Rank hold EBIX as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Ebix Inc position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 430 Ebix Inc shares in Q4 2018, an estimated $23K.
  • Chicago Partners Investment Group first reported a position in Ebix Inc in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Ebix Inc position peaked at $23K in Q3 2018.
  • 191 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.