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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Icahn Enterprises IEP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q1 		– Sell
-400
Closed -$24K – 467
2016
Q4 		$24K Hold
400
– – 0.01% 227
2016
Q3 		$20K Buy
+400
New +$21.1K 0.01% 233

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IEP Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Icahn Enterprises (IEP) in Q1 2017, closing a stake of 400 shares — an estimated $24K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IEP in Q3 2016 and held it in 2 quarters. The position peaked at $24K in Q4 2016. 85 funds tracked by Wall St. Rank hold IEP as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Icahn Enterprises position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 400 Icahn Enterprises shares in Q1 2017, an estimated $24K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Icahn Enterprises in Q3 2016 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Icahn Enterprises position peaked at $24K in Q4 2016.
  • 85 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.