Ibex Investors’s Franklin Covey FC Stock Holding History

Ibex Investors’s Portfolio FC Stock Details FC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11,234	Closed	-$302K	–	189
2018 Q1	$302K	Buy	+11,234	New	+$306K	0.25%	102

Other funds holding FC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Ibex Investors's FC Position: Q2 2018 in Review

Ibex Investors sold out of Franklin Covey (FC) in Q2 2018, closing a stake of 11,234 shares — an estimated $302K sold.

Ibex Investors first reported a position in FC in Q1 2018 and held it in 1 quarter. The position peaked at $302K in Q1 2018. 65 funds tracked by Wall St. Rank hold FC as of Q2 2018.

Ibex Investors reported no remaining Franklin Covey position as of Q2 2018 after selling out during the quarter.
Ibex Investors sold 11,234 Franklin Covey shares in Q2 2018, an estimated $302K.
Ibex Investors first reported a position in Franklin Covey in Q1 2018 and held it in 1 quarter.
Ibex Investors's Franklin Covey position peaked at $302K in Q1 2018.
65 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2018.

Based on Ibex Investors's 13F filing for Q2 2018, filed 14 Aug 2018.