IBEX Wealth Advisors’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,443	Closed	-$781K	–	457
2016 Q3	$781K	Buy	+6,443	New	+$734K	0.43%	78

Other funds holding LEA

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

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

IBEX Wealth Advisors's LEA Position: Q4 2016 in Review

IBEX Wealth Advisors sold out of Lear (LEA) in Q4 2016, closing a stake of 6,443 shares — an estimated $781K sold.

IBEX Wealth Advisors first reported a position in LEA in Q3 2016 and held it in 1 quarter. The position peaked at $781K in Q3 2016. 486 funds tracked by Wall St. Rank hold LEA as of Q4 2016.

IBEX Wealth Advisors reported no remaining Lear position as of Q4 2016 after selling out during the quarter.
IBEX Wealth Advisors sold 6,443 Lear shares in Q4 2016, an estimated $781K.
IBEX Wealth Advisors first reported a position in Lear in Q3 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Lear position peaked at $781K in Q3 2016.
486 funds tracked by Wall St. Rank held Lear as of Q4 2016.

Based on IBEX Wealth Advisors's 13F filing for Q4 2016, filed 24 Mar 2017.