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Coe Capital Management’s Icahn Enterprises IEP Stock Holding History

Coe Capital Management’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
2016
Q3 		– Sell
-6,307
Closed -$341K – 229
2016
Q2 		$341K Hold
6,307
– – 0.12% 181
2016
Q1 		$398K Buy
+6,307
New +$363K 0.13% 171

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Coe Capital Management's IEP Position: Q3 2016 in Review

Coe Capital Management sold out of Icahn Enterprises (IEP) in Q3 2016, closing a stake of 6,307 shares — an estimated $341K sold.

Coe Capital Management first reported a position in IEP in Q1 2016 and held it in 2 quarters. The position peaked at $398K in Q1 2016. 89 funds tracked by Wall St. Rank hold IEP as of Q3 2016.

  • Coe Capital Management reported no remaining Icahn Enterprises position as of Q3 2016 after selling out during the quarter.
  • Coe Capital Management sold 6,307 Icahn Enterprises shares in Q3 2016, an estimated $341K.
  • Coe Capital Management first reported a position in Icahn Enterprises in Q1 2016 and held it in 2 quarters.
  • Coe Capital Management's Icahn Enterprises position peaked at $398K in Q1 2016.
  • 89 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2016.

Based on Coe Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.