IBEX Wealth Advisors’s American Airlines Group AAL Stock Holding History

IBEX Wealth Advisors’s Portfolio AAL Stock Details AAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-114	Closed	-$5K	–	77
2016 Q4	$5K	Buy	+114	New	+$4.96K	﹤0.01%	364

Other funds holding AAL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's AAL Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of American Airlines Group (AAL) in Q1 2017, closing a stake of 114 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in AAL in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 568 funds tracked by Wall St. Rank hold AAL as of Q1 2017.

IBEX Wealth Advisors reported no remaining American Airlines Group position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 114 American Airlines Group shares in Q1 2017, an estimated $5K.
IBEX Wealth Advisors first reported a position in American Airlines Group in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's American Airlines Group position peaked at $5K in Q4 2016.
568 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.