EWM
EBIX

Evercore Wealth Management’s Ebix Inc EBIX Stock Holding History

Evercore Wealth Management’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
2014
Q2 		– Sell
-817
Closed -$13K – 1074
2014
Q1 		$13K Buy
817
+244
+43% +$3.76K ﹤0.01% 806
2013
Q4 		$9K Buy
+573
New +$7.36K ﹤0.01% 767

Other funds holding EBIX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Evercore Wealth Management's EBIX Position: Q2 2014 in Review

Evercore Wealth Management sold out of Ebix Inc (EBIX) in Q2 2014, closing a stake of 817 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in EBIX in Q4 2013 and held it in 2 quarters. The position peaked at $13K in Q1 2014. 134 funds tracked by Wall St. Rank hold EBIX as of Q2 2014.

  • Evercore Wealth Management reported no remaining Ebix Inc position as of Q2 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 817 Ebix Inc shares in Q2 2014, an estimated $13K.
  • Evercore Wealth Management first reported a position in Ebix Inc in Q4 2013 and held it in 2 quarters.
  • Evercore Wealth Management's Ebix Inc position peaked at $13K in Q1 2014.
  • 134 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2014.

Based on Evercore Wealth Management's 13F filing for Q2 2014, filed 14 Aug 2014.