IBEX Wealth Advisors’s Transocean RIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-279	Closed	-$4K	–	315
2016 Q4	$4K	Buy	+279	New	+$3.31K	﹤0.01%	400

Other funds holding RIG

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Transocean (RIG) in Q1 2017, closing a stake of 279 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in RIG in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 435 funds tracked by Wall St. Rank hold RIG as of Q1 2017.

IBEX Wealth Advisors reported no remaining Transocean position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 279 Transocean shares in Q1 2017, an estimated $4K.
IBEX Wealth Advisors first reported a position in Transocean in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Transocean position peaked at $4K in Q4 2016.
435 funds tracked by Wall St. Rank held Transocean as of Q1 2017.

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