IWA
SBH icon

IBEX Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

IBEX Wealth Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-308
Closed -$8K – 325
2016
Q4 		$8K Buy
+308
New +$8.13K ﹤0.01% 323

Other funds holding SBH

ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2017, closing a stake of 308 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in SBH in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 228 funds tracked by Wall St. Rank hold SBH as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 308 Sally Beauty Holdings shares in Q1 2017, an estimated $8K.
  • IBEX Wealth Advisors first reported a position in Sally Beauty Holdings in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Sally Beauty Holdings position peaked at $8K in Q4 2016.
  • 228 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2017.

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