Oppenheimer & Co’s Ebix Inc EBIX Stock Holding History

Oppenheimer & Co’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 Q4	–	Sell	-41,816	Closed	-$2.38M	–	1395
2016 Q3	$2.38M	Buy	+41,816	New	+$2.29M	0.07%	323

Other funds holding EBIX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Oppenheimer & Co's EBIX Position: Q4 2016 in Review

Oppenheimer & Co sold out of Ebix Inc (EBIX) in Q4 2016, closing a stake of 41,816 shares — an estimated $2.38M sold.

Oppenheimer & Co first reported a position in EBIX in Q3 2016 and held it in 1 quarter. The position peaked at $2.38M in Q3 2016. 186 funds tracked by Wall St. Rank hold EBIX as of Q4 2016.

Oppenheimer & Co reported no remaining Ebix Inc position as of Q4 2016 after selling out during the quarter.
Oppenheimer & Co sold 41,816 Ebix Inc shares in Q4 2016, an estimated $2.38M.
Oppenheimer & Co first reported a position in Ebix Inc in Q3 2016 and held it in 1 quarter.
Oppenheimer & Co's Ebix Inc position peaked at $2.38M in Q3 2016.
186 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2016.

Based on Oppenheimer & Co's 13F filing for Q4 2016, filed 2 Feb 2017.