IWA
BRCD

IBEX Wealth Advisors’s Brocade Communications Systems, Inc. NEW BRCD Stock Holding History

IBEX Wealth Advisors’s Portfolio BRCD Stock Details BRCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,004
Closed -$13K – 452
2016
Q4 		$13K Buy
+1,004
New +$11.3K 0.01% 267

Other funds holding BRCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Brocade Communications Systems, Inc. NEW (BRCD) in Q1 2017, closing a stake of 1,004 shares — an estimated $13K sold.

IBEX Wealth Advisors first reported a position in BRCD in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 296 funds tracked by Wall St. Rank hold BRCD as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Brocade Communications Systems, Inc. NEW position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,004 Brocade Communications Systems, Inc. NEW shares in Q1 2017, an estimated $13K.
  • IBEX Wealth Advisors first reported a position in Brocade Communications Systems, Inc. NEW in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Brocade Communications Systems, Inc. NEW position peaked at $13K in Q4 2016.
  • 296 funds tracked by Wall St. Rank held Brocade Communications Systems, Inc. NEW as of Q1 2017.

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