IBEX Wealth Advisors’s Cirrus Logic CRUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-15,202	Closed	-$886K	–	133
2016 Q4	$886K	Buy	+15,202	New	+$842K	0.42%	73

Other funds holding CRUS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Cirrus Logic (CRUS) in Q1 2017, closing a stake of 15,202 shares — an estimated $886K sold.

IBEX Wealth Advisors first reported a position in CRUS in Q4 2016 and held it in 1 quarter. The position peaked at $886K in Q4 2016. 313 funds tracked by Wall St. Rank hold CRUS as of Q1 2017.

IBEX Wealth Advisors reported no remaining Cirrus Logic position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 15,202 Cirrus Logic shares in Q1 2017, an estimated $886K.
IBEX Wealth Advisors first reported a position in Cirrus Logic in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Cirrus Logic position peaked at $886K in Q4 2016.
313 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2017.

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