MCIA
EBIX

Mountain Capital Investment Advisors’s Ebix Inc EBIX Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-35
Closed -$2K – 516
2017
Q3 		$2K Sell
35
-2,215
-98% -$128K ﹤0.01% 466
2017
Q2 		$121K Buy
+2,250
New +$130K 0.12% 72

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $838M AUM 14.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Mountain Capital Investment Advisors's EBIX Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Ebix Inc (EBIX) in Q4 2017, closing a stake of 35 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in EBIX in Q2 2017 and held it in 2 quarters. The position peaked at $121K in Q2 2017. 175 funds tracked by Wall St. Rank hold EBIX as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Ebix Inc position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 35 Ebix Inc shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Ebix Inc in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Ebix Inc position peaked at $121K in Q2 2017.
  • 175 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.