ICAS
EBIX

Investors Capital Advisory Services’s Ebix Inc EBIX Stock Holding History

Investors Capital Advisory Services’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$418K Sell
8,727
-6,600
-43% -$303K 0.08% 326
2016
Q1 		$625K Buy
15,327
+601
+4% +$21K 0.12% 224
2015
Q4 		$482K Sell
14,726
-699
-5% -$22.1K 0.09% 301
2015
Q3 		$385K Buy
+15,425
New +$457K 0.08% 366

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investors Capital Advisory Services's EBIX Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Ebix Inc (EBIX) stake by 43% in Q2 2016, selling an estimated $303K and leaving 8,727 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #326.

Investors Capital Advisory Services first reported a position in EBIX in Q3 2015 and has held it in 4 quarters since. The position peaked at $625K in Q1 2016. 169 funds tracked by Wall St. Rank hold EBIX as of Q2 2016.

  • Investors Capital Advisory Services held 8,727 shares of Ebix Inc worth $418K as of Q2 2016.
  • Investors Capital Advisory Services sold 6,600 Ebix Inc shares in Q2 2016, an estimated $303K.
  • Ebix Inc made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #326 holding.
  • Investors Capital Advisory Services first reported a position in Ebix Inc in Q3 2015 and has held it in 4 quarters since.
  • Investors Capital Advisory Services's Ebix Inc position peaked at $625K in Q1 2016.
  • 169 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.