JMPWA
EBIX

JP Morgan Private Wealth Advisors’s Ebix Inc EBIX Stock Holding History

JP Morgan Private Wealth Advisors’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
2013
Q4 		– Sell
-20,000
Closed -$199K – 731
2013
Q3 		$199K Hold
20,000
– – ﹤0.01% 603
2013
Q2 		$185K Buy
+20,000
New +$357K ﹤0.01% 584

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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 18.13% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EBIX Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of Ebix Inc (EBIX) in Q4 2013, closing a stake of 20,000 shares — an estimated $199K sold.

JP Morgan Private Wealth Advisors first reported a position in EBIX in Q2 2013 and held it in 2 quarters. The position peaked at $199K in Q3 2013. 126 funds tracked by Wall St. Rank hold EBIX as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining Ebix Inc position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,000 Ebix Inc shares in Q4 2013, an estimated $199K.
  • JP Morgan Private Wealth Advisors first reported a position in Ebix Inc in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Ebix Inc position peaked at $199K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.