IWA
TYPE

IBEX Wealth Advisors’s Monotype Imaging Holdings Inc. TYPE Stock Holding History

IBEX Wealth Advisors’s Portfolio TYPE Stock Details TYPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-337
Closed -$7K – 433
2016
Q4 		$7K Buy
+337
New +$6.79K ﹤0.01% 344

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RC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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TI
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Renaissance Technologies
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Wells Fargo
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IBEX Wealth Advisors's TYPE Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Monotype Imaging Holdings Inc. (TYPE) in Q1 2017, closing a stake of 337 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in TYPE in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 144 funds tracked by Wall St. Rank hold TYPE as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Monotype Imaging Holdings Inc. position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 337 Monotype Imaging Holdings Inc. shares in Q1 2017, an estimated $7K.
  • IBEX Wealth Advisors first reported a position in Monotype Imaging Holdings Inc. in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Monotype Imaging Holdings Inc. position peaked at $7K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held Monotype Imaging Holdings Inc. as of Q1 2017.

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