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IBEX Wealth Advisors’s RE/MAX Holdings RMAX Stock Holding History

IBEX Wealth Advisors’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-192
Closed -$10K – 317
2016
Q4 		$10K Buy
+192
New +$9.3K ﹤0.01% 288

Other funds holding RMAX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of RE/MAX Holdings (RMAX) in Q1 2017, closing a stake of 192 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in RMAX in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 153 funds tracked by Wall St. Rank hold RMAX as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining RE/MAX Holdings position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 192 RE/MAX Holdings shares in Q1 2017, an estimated $10K.
  • IBEX Wealth Advisors first reported a position in RE/MAX Holdings in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's RE/MAX Holdings position peaked at $10K in Q4 2016.
  • 153 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2017.

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