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IHT Wealth Management’s Icahn Enterprises IEP Stock Holding History

IHT Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-125
Closed -$5 – 1481
2017
Q2 		$5 Sell
125
-176
-58% -$8.8K ﹤0.01% 1099
2017
Q1 		$15K Sell
301
-75
-20% -$4.23K 0.01% 723
2016
Q4 		$23K Buy
+376
New +$20.3K 0.02% 586

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IHT Wealth Management's IEP Position: Q3 2017 in Review

IHT Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2017, closing a stake of 125 shares — an estimated $5 sold.

IHT Wealth Management first reported a position in IEP in Q4 2016 and held it in 3 quarters. The position peaked at $23K in Q4 2016. 84 funds tracked by Wall St. Rank hold IEP as of Q3 2017.

  • IHT Wealth Management reported no remaining Icahn Enterprises position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 125 Icahn Enterprises shares in Q3 2017, an estimated $5.
  • IHT Wealth Management first reported a position in Icahn Enterprises in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Icahn Enterprises position peaked at $23K in Q4 2016.
  • 84 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.