EA
IEP icon

Edge Advisors’s Icahn Enterprises IEP Stock Holding History

Edge Advisors’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
2018
Q2 		– Sell
-70
Closed -$3K – 863
2018
Q1 		$3K Hold
70
– – ﹤0.01% 778
2017
Q4 		$3K Hold
70
– – ﹤0.01% 826
2017
Q3 		$3K Hold
70
– – ﹤0.01% 785
2017
Q2 		$3K Hold
70
– – ﹤0.01% 841
2017
Q1 		$3K Hold
70
– – ﹤0.01% 852
2016
Q4 		$4K Buy
+70
New +$3.77K ﹤0.01% 743

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Edge Advisors's IEP Position: Q2 2018 in Review

Edge Advisors sold out of Icahn Enterprises (IEP) in Q2 2018, closing a stake of 70 shares — an estimated $3K sold.

Edge Advisors first reported a position in IEP in Q4 2016 and held it in 6 quarters. The position peaked at $4K in Q4 2016. 109 funds tracked by Wall St. Rank hold IEP as of Q2 2018.

  • Edge Advisors reported no remaining Icahn Enterprises position as of Q2 2018 after selling out during the quarter.
  • Edge Advisors sold 70 Icahn Enterprises shares in Q2 2018, an estimated $3K.
  • Edge Advisors first reported a position in Icahn Enterprises in Q4 2016 and held it in 6 quarters.
  • Edge Advisors's Icahn Enterprises position peaked at $4K in Q4 2016.
  • 109 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.