IBEX Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-19	Closed	-$3K	–	78
2016 Q4	$3K	Buy	+19	New	+$2.99K	﹤0.01%	409

Other funds holding AAP

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Advance Auto Parts (AAP) in Q1 2017, closing a stake of 19 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in AAP in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 490 funds tracked by Wall St. Rank hold AAP as of Q1 2017.

IBEX Wealth Advisors reported no remaining Advance Auto Parts position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 19 Advance Auto Parts shares in Q1 2017, an estimated $3K.
IBEX Wealth Advisors first reported a position in Advance Auto Parts in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Advance Auto Parts position peaked at $3K in Q4 2016.
490 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2017.

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