IWA
LGTY

IBEX Wealth Advisors’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

IBEX Wealth Advisors’s Portfolio LGTY Stock Details LGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-317
Closed -$3K – 408
2016
Q4 		$3K Buy
+317
New +$3.39K ﹤0.01% 424

Other funds holding LGTY

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q1 2017, closing a stake of 317 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in LGTY in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 102 funds tracked by Wall St. Rank hold LGTY as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 317 Logility Supply Chain Solutions, Inc. Common Stock shares in Q1 2017, an estimated $3K.
  • IBEX Wealth Advisors first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Logility Supply Chain Solutions, Inc. Common Stock position peaked at $3K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q1 2017.

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