MWM
EBIX

Mascoma Wealth Management’s Ebix Inc EBIX Stock Holding History

Mascoma Wealth Management’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
2019
Q3 		– Sell
-100
Closed -$5K – 385
2019
Q2 		$5K Hold
100
– – ﹤0.01% 300
2019
Q1 		$5K Hold
100
– – ﹤0.01% 305
2018
Q4 		$4K Hold
100
– – ﹤0.01% 314
2018
Q3 		$8K Hold
100
– – 0.01% 301
2018
Q2 		$8K Hold
100
– – 0.01% 291
2018
Q1 		$7K Hold
100
– – ﹤0.01% 294
2017
Q4 		$8K Hold
100
– – ﹤0.01% 281
2017
Q3 		$7K Hold
100
– – ﹤0.01% 305
2017
Q2 		$5K Buy
+100
New +$5.76K ﹤0.01% 330

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mascoma Wealth Management's EBIX Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Ebix Inc (EBIX) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in EBIX in Q2 2017 and held it in 9 quarters. The position peaked at $8K in Q3 2018. 166 funds tracked by Wall St. Rank hold EBIX as of Q3 2019.

  • Mascoma Wealth Management reported no remaining Ebix Inc position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Ebix Inc shares in Q3 2019, an estimated $5K.
  • Mascoma Wealth Management first reported a position in Ebix Inc in Q2 2017 and held it in 9 quarters.
  • Mascoma Wealth Management's Ebix Inc position peaked at $8K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.