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IBEX Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

IBEX Wealth Advisors’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9
Closed -$2K – 103
2016
Q4 		$2K Buy
+9
New +$1.53K ﹤0.01% 429

Other funds holding BIO

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2017, closing a stake of 9 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in BIO in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 274 funds tracked by Wall St. Rank hold BIO as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 9 Bio-Rad Laboratories Class A shares in Q1 2017, an estimated $2K.
  • IBEX Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $2K in Q4 2016.
  • 274 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2017.

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