IBEX Wealth Advisors’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-142	Closed	-$1K	–	166
2016 Q4	$1K	Buy	+142	New	+$784	﹤0.01%	445

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

IBEX Wealth Advisors sold out of Ericsson (ERIC) in Q1 2017, closing a stake of 142 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in ERIC in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 215 funds tracked by Wall St. Rank hold ERIC as of Q1 2017.

IBEX Wealth Advisors reported no remaining Ericsson position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 142 Ericsson shares in Q1 2017, an estimated $1K.
IBEX Wealth Advisors first reported a position in Ericsson in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Ericsson position peaked at $1K in Q4 2016.
215 funds tracked by Wall St. Rank held Ericsson as of Q1 2017.

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