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Doyle Wealth Management’s Icahn Enterprises IEP Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-180
Closed -$13K – 440
2019
Q2 		$13K Buy
+180
New +$13.1K ﹤0.01% 578
2019
Q1 		– Sell
-180
Closed -$10K – 425
2018
Q4 		$10K Buy
+180
New +$11.9K ﹤0.01% 621

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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Doyle Wealth Management's IEP Position: Q3 2019 in Review

Doyle Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2019, closing a stake of 180 shares — an estimated $13K sold.

Doyle Wealth Management first reported a position in IEP in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 105 funds tracked by Wall St. Rank hold IEP as of Q3 2019.

  • Doyle Wealth Management reported no remaining Icahn Enterprises position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 180 Icahn Enterprises shares in Q3 2019, an estimated $13K.
  • Doyle Wealth Management first reported a position in Icahn Enterprises in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Icahn Enterprises position peaked at $13K in Q2 2019.
  • 105 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.