IBEX Wealth Advisors’s Cardinal Health CAH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-96	Closed	-$7K	–	117
2016 Q4	$7K	Buy	+96	New	+$6.94K	﹤0.01%	330

Other funds holding CAH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2017, closing a stake of 96 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in CAH in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 767 funds tracked by Wall St. Rank hold CAH as of Q1 2017.

IBEX Wealth Advisors reported no remaining Cardinal Health position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 96 Cardinal Health shares in Q1 2017, an estimated $7K.
IBEX Wealth Advisors first reported a position in Cardinal Health in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Cardinal Health position peaked at $7K in Q4 2016.
767 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2017.

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