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Diligent Investors’s Icahn Enterprises IEP Stock Holding History

Diligent Investors’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
2017
Q2 		– Sell
-10,131
Closed -$518K – 187
2017
Q1 		$518K Buy
10,131
+777
+8% +$43.8K 0.4% 66
2016
Q4 		$562K Hold
9,354
– – 0.45% 67
2016
Q3 		$472K Sell
9,354
-700
-7% -$36.9K 0.38% 71
2016
Q2 		$543K Buy
10,054
+100
+1% +$5.71K 0.52% 52
2016
Q1 		$628K Buy
9,954
+300
+3% +$17.3K 0.69% 43
2015
Q4 		$592K Buy
9,654
+300
+3% +$21.7K 0.67% 43
2015
Q3 		$723K Buy
9,354
+400
+4% +$30.1K 0.78% 38
2015
Q2 		$747K Hold
8,954
– – 0.78% 37
2015
Q1 		$820K Hold
8,954
– – 0.84% 37
2014
Q4 		$901K Buy
+8,954
New +$905K 0.92% 35

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Diligent Investors's IEP Position: Q2 2017 in Review

Diligent Investors sold out of Icahn Enterprises (IEP) in Q2 2017, closing a stake of 10,131 shares — an estimated $518K sold.

Diligent Investors first reported a position in IEP in Q4 2014 and held it in 10 quarters. The position peaked at $901K in Q4 2014. 88 funds tracked by Wall St. Rank hold IEP as of Q2 2017.

  • Diligent Investors reported no remaining Icahn Enterprises position as of Q2 2017 after selling out during the quarter.
  • Diligent Investors sold 10,131 Icahn Enterprises shares in Q2 2017, an estimated $518K.
  • Diligent Investors first reported a position in Icahn Enterprises in Q4 2014 and held it in 10 quarters.
  • Diligent Investors's Icahn Enterprises position peaked at $901K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2017.

Based on Diligent Investors's 13F filing for Q2 2017, filed 11 Aug 2017.