IBEX Wealth Advisors’s TripAdvisor TRIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-800	Closed	-$41K	–	356
2016 Q4	$41K	Buy	+800	New	+$44K	0.02%	181

Other funds holding TRIP

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of TripAdvisor (TRIP) in Q1 2017, closing a stake of 800 shares — an estimated $41K sold.

IBEX Wealth Advisors first reported a position in TRIP in Q4 2016 and held it in 1 quarter. The position peaked at $41K in Q4 2016. 363 funds tracked by Wall St. Rank hold TRIP as of Q1 2017.

IBEX Wealth Advisors reported no remaining TripAdvisor position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 800 TripAdvisor shares in Q1 2017, an estimated $41K.
IBEX Wealth Advisors first reported a position in TripAdvisor in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's TripAdvisor position peaked at $41K in Q4 2016.
363 funds tracked by Wall St. Rank held TripAdvisor as of Q1 2017.

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