IBEX Wealth Advisors’s Wabtec WAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-18	Closed	-$1K	–	394
2019 Q2	$1K	Buy	+18	New	+$1.28K	﹤0.01%	418

Other funds holding WAB

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

IBEX Wealth Advisors's WAB Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Wabtec (WAB) in Q3 2019, closing a stake of 18 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in WAB in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 723 funds tracked by Wall St. Rank hold WAB as of Q3 2019.

IBEX Wealth Advisors reported no remaining Wabtec position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 18 Wabtec shares in Q3 2019, an estimated $1K.
IBEX Wealth Advisors first reported a position in Wabtec in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Wabtec position peaked at $1K in Q2 2019.
723 funds tracked by Wall St. Rank held Wabtec as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.