PCM
EBIX

Piermont Capital Management’s Ebix Inc EBIX Stock Holding History

Piermont Capital 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
2016
Q4 		– Sell
-22,234
Closed -$1.26M – 292
2016
Q3 		$1.26M Buy
22,234
+1,900
+9% +$104K 0.3% 130
2016
Q2 		$974K Buy
+20,334
New +$935K 0.25% 156

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
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
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

Piermont Capital Management's EBIX Position: Q4 2016 in Review

Piermont Capital Management sold out of Ebix Inc (EBIX) in Q4 2016, closing a stake of 22,234 shares — an estimated $1.26M sold.

Piermont Capital Management first reported a position in EBIX in Q2 2016 and held it in 2 quarters. The position peaked at $1.26M in Q3 2016. 186 funds tracked by Wall St. Rank hold EBIX as of Q4 2016.

  • Piermont Capital Management reported no remaining Ebix Inc position as of Q4 2016 after selling out during the quarter.
  • Piermont Capital Management sold 22,234 Ebix Inc shares in Q4 2016, an estimated $1.26M.
  • Piermont Capital Management first reported a position in Ebix Inc in Q2 2016 and held it in 2 quarters.
  • Piermont Capital Management's Ebix Inc position peaked at $1.26M in Q3 2016.
  • 186 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2016.

Based on Piermont Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.