RA
EBIX

Rational Advisors’s Ebix Inc EBIX Stock Holding History

Rational 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
-1,750
Closed -$114K – 419
2017
Q3 		$114K Hold
1,750
– – 0.06% 238
2017
Q2 		$94K Sell
1,750
-2,800
-62% -$161K 0.06% 218
2017
Q1 		$278K Sell
4,550
-7,450
-62% -$443K 0.18% 144
2016
Q4 		$685K Sell
12,000
-3,900
-25% -$227K 0.65% 55
2016
Q3 		$904K Sell
15,900
-12,400
-44% -$678K 0.6% 54
2016
Q2 		$1.36M Buy
28,300
+2,900
+11% +$133K 0.94% 29
2016
Q1 		$1.04M Buy
+25,400
New +$887K 0.68% 39

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $907M AUM 10.61% 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 $2.9T AUM 29.55% 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

Rational Advisors's EBIX Position: Q4 2017 in Review

Rational Advisors sold out of Ebix Inc (EBIX) in Q4 2017, closing a stake of 1,750 shares — an estimated $114K sold.

Rational Advisors first reported a position in EBIX in Q1 2016 and held it in 7 quarters. The position peaked at $1.36M in Q2 2016. 175 funds tracked by Wall St. Rank hold EBIX as of Q4 2017.

  • Rational Advisors reported no remaining Ebix Inc position as of Q4 2017 after selling out during the quarter.
  • Rational Advisors sold 1,750 Ebix Inc shares in Q4 2017, an estimated $114K.
  • Rational Advisors first reported a position in Ebix Inc in Q1 2016 and held it in 7 quarters.
  • Rational Advisors's Ebix Inc position peaked at $1.36M in Q2 2016.
  • 175 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.