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Investment Centers of America’s Icahn Enterprises IEP Stock Holding History

Investment Centers of America’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
-8,287
Closed -$433K – 611
2017
Q2 		$433K Buy
8,287
+672
+9% +$33.6K 0.03% 373
2017
Q1 		$390K Buy
7,615
+597
+9% +$33.7K 0.03% 412
2016
Q4 		$422K Buy
7,018
+458
+7% +$24.7K 0.04% 370
2016
Q3 		$331K Sell
6,560
-316
-5% -$16.7K 0.03% 366
2016
Q2 		$374K Buy
6,876
+394
+6% +$22.5K 0.04% 311
2016
Q1 		$401K Buy
6,482
+55
+0.9% +$3.17K 0.04% 303
2015
Q4 		$391K Buy
6,427
+265
+4% +$19.2K 0.05% 295
2015
Q3 		$417K Buy
6,162
+100
+2% +$7.53K 0.06% 271
2015
Q2 		$530K Buy
6,062
+273
+5% +$24.6K 0.08% 234
2015
Q1 		$523K Buy
5,789
+97
+2% +$9.16K 0.08% 249
2014
Q4 		$531K Buy
5,692
+175
+3% +$17.7K 0.11% 197
2014
Q3 		$585K Buy
5,517
+70
+1% +$7.43K 0.1% 199
2014
Q2 		$541K Buy
+5,447
New +$546K 0.12% 172

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $344B AUM 42.99% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Investment Centers of America's IEP Position: Q3 2017 in Review

Investment Centers of America sold out of Icahn Enterprises (IEP) in Q3 2017, closing a stake of 8,287 shares — an estimated $433K sold.

Investment Centers of America first reported a position in IEP in Q2 2014 and held it in 13 quarters. The position peaked at $585K in Q3 2014. 84 funds tracked by Wall St. Rank hold IEP as of Q3 2017.

  • Investment Centers of America reported no remaining Icahn Enterprises position as of Q3 2017 after selling out during the quarter.
  • Investment Centers of America sold 8,287 Icahn Enterprises shares in Q3 2017, an estimated $433K.
  • Investment Centers of America first reported a position in Icahn Enterprises in Q2 2014 and held it in 13 quarters.
  • Investment Centers of America's Icahn Enterprises position peaked at $585K in Q3 2014.
  • 84 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2017.

Based on Investment Centers of America's 13F filing for Q3 2017, filed 13 Nov 2017.