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Osborn Williams & Donohoe’s Icahn Enterprises IEP Stock Holding History

Osborn Williams & Donohoe’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-500
Closed -$36K – 473
2019
Q1 		$36K Buy
+500
New +$34.9K ﹤0.01% 504

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osborn Williams & Donohoe's IEP Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Icahn Enterprises (IEP) in Q2 2019, closing a stake of 500 shares — an estimated $36K sold.

Osborn Williams & Donohoe first reported a position in IEP in Q1 2019 and held it in 1 quarter. The position peaked at $36K in Q1 2019. 102 funds tracked by Wall St. Rank hold IEP as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Icahn Enterprises position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 500 Icahn Enterprises shares in Q2 2019, an estimated $36K.
  • Osborn Williams & Donohoe first reported a position in Icahn Enterprises in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Icahn Enterprises position peaked at $36K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.