Creative Planning
EBIX

Creative Planning’s Ebix Inc EBIX Stock Holding History

Creative Planning’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
2020
Q1 		– Sell
-7,467
Closed -$249K – 2185
2019
Q4 		$249K Buy
+7,467
New +$276K ﹤0.01% 1506
2019
Q3 		– Sell
-4,467
Closed -$224K – 2173
2019
Q2 		$224K Hold
4,467
– – ﹤0.01% 1544
2019
Q1 		$221K Buy
+4,467
New +$236K ﹤0.01% 1517
2018
Q4 		– Sell
-4,521
Closed -$358K – 2216
2018
Q3 		$358K Hold
4,521
– – ﹤0.01% 1287
2018
Q2 		$345K Buy
4,521
+1,279
+39% +$98.1K ﹤0.01% 1283
2018
Q1 		$242K Sell
3,242
-826
-20% -$67.1K ﹤0.01% 1481
2017
Q4 		$322K Hold
4,068
– – ﹤0.01% 1325
2017
Q3 		$265K Buy
4,068
+2,700
+197% +$156K ﹤0.01% 1410
2017
Q2 		$74K Sell
1,368
-910
-40% -$52.4K ﹤0.01% 2209
2017
Q1 		$140K Buy
2,278
+1,490
+189% +$88.5K ﹤0.01% 1739
2016
Q4 		$45K Buy
788
+24
+3% +$1.39K ﹤0.01% 2485
2016
Q3 		$43K Buy
764
+76
+11% +$4.16K ﹤0.01% 2491
2016
Q2 		$33K Sell
688
-151
-18% -$6.94K ﹤0.01% 2434
2016
Q1 		$34K Buy
839
+200
+31% +$6.99K ﹤0.01% 2381
2015
Q4 		$21K Sell
639
-150
-19% -$4.75K ﹤0.01% 2833
2015
Q3 		$20K Buy
+789
New +$23.4K ﹤0.01% 2746
2015
Q2 		– Sell
-2,643
Closed -$80K – 4135
2015
Q1 		$80K Buy
2,643
+1,994
+307% +$50.1K ﹤0.01% 1704
2014
Q4 		$11K Hold
649
– – ﹤0.01% 3100
2014
Q3 		$9K Hold
649
– – ﹤0.01% 3045
2014
Q2 		$9K Hold
649
– – ﹤0.01% 2971
2014
Q1 		$11K Sell
649
-290
-31% -$4.47K ﹤0.01% 2739
2013
Q4 		$14K Buy
939
+200
+27% +$2.57K ﹤0.01% 2410
2013
Q3 		$7K Buy
739
+100
+16% +$1.09K ﹤0.01% 2640
2013
Q2 		$6K Buy
+639
New +$11.4K ﹤0.01% 2514

Other funds holding EBIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's EBIX Position: Q1 2020 in Review

Creative Planning sold out of Ebix Inc (EBIX) in Q1 2020, closing a stake of 7,467 shares — an estimated $249K sold.

Creative Planning first reported a position in EBIX in Q2 2013 and held it in 24 quarters. The position peaked at $358K in Q3 2018. 157 funds tracked by Wall St. Rank hold EBIX as of Q1 2020.

  • Creative Planning reported no remaining Ebix Inc position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 7,467 Ebix Inc shares in Q1 2020, an estimated $249K.
  • Creative Planning first reported a position in Ebix Inc in Q2 2013 and held it in 24 quarters.
  • Creative Planning's Ebix Inc position peaked at $358K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.