IBEX Wealth Advisors’s WPP WPP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-31	Closed	-$4K	–	399
2016 Q4	$4K	Buy	+31	New	+$3.36K	﹤0.01%	406

Other funds holding WPP

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of WPP (WPP) in Q1 2017, closing a stake of 31 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in WPP in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 226 funds tracked by Wall St. Rank hold WPP as of Q1 2017.

IBEX Wealth Advisors reported no remaining WPP position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 31 WPP shares in Q1 2017, an estimated $4K.
IBEX Wealth Advisors first reported a position in WPP in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's WPP position peaked at $4K in Q4 2016.
226 funds tracked by Wall St. Rank held WPP as of Q1 2017.

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