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IBEX Wealth Advisors’s Baxter International BAX Stock Holding History

IBEX Wealth Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,364
Closed -$961K – 76
2018
Q3 		$961K Buy
12,364
+899
+8% +$66.7K 0.34% 73
2018
Q2 		$727K Hold
11,465
– – 0.29% 78
2018
Q1 		$727K Buy
+11,465
New +$776K 0.3% 77

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's BAX Position: Q4 2018 in Review

IBEX Wealth Advisors sold out of Baxter International (BAX) in Q4 2018, closing a stake of 12,364 shares — an estimated $961K sold.

IBEX Wealth Advisors first reported a position in BAX in Q1 2018 and held it in 3 quarters. The position peaked at $961K in Q3 2018. 1,052 funds tracked by Wall St. Rank hold BAX as of Q4 2018.

  • IBEX Wealth Advisors reported no remaining Baxter International position as of Q4 2018 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12,364 Baxter International shares in Q4 2018, an estimated $961K.
  • IBEX Wealth Advisors first reported a position in Baxter International in Q1 2018 and held it in 3 quarters.
  • IBEX Wealth Advisors's Baxter International position peaked at $961K in Q3 2018.
  • 1,052 funds tracked by Wall St. Rank held Baxter International as of Q4 2018.

Based on IBEX Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.