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Private Wealth Partners’s Icahn Enterprises IEP Stock Holding History

Private Wealth Partners’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
2013
Q3 		– Sell
-3,000
Closed -$218K – 185
2013
Q2 		$218K Buy
+3,000
New +$221K 0.05% 162

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Partners's IEP Position: Q3 2013 in Review

Private Wealth Partners sold out of Icahn Enterprises (IEP) in Q3 2013, closing a stake of 3,000 shares — an estimated $218K sold.

Private Wealth Partners first reported a position in IEP in Q2 2013 and held it in 1 quarter. The position peaked at $218K in Q2 2013. 62 funds tracked by Wall St. Rank hold IEP as of Q3 2013.

  • Private Wealth Partners reported no remaining Icahn Enterprises position as of Q3 2013 after selling out during the quarter.
  • Private Wealth Partners sold 3,000 Icahn Enterprises shares in Q3 2013, an estimated $218K.
  • Private Wealth Partners first reported a position in Icahn Enterprises in Q2 2013 and held it in 1 quarter.
  • Private Wealth Partners's Icahn Enterprises position peaked at $218K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2013.

Based on Private Wealth Partners's 13F filing for Q3 2013, filed 28 Oct 2013.