RIA
EBIX

Regal Investment Advisors’s Ebix Inc EBIX Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-200
Closed -$4K – 1077
2015
Q3 		$4K Buy
+200
New +$5.92K ﹤0.01% 863

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Regal Investment Advisors's EBIX Position: Q4 2015 in Review

Regal Investment Advisors sold out of Ebix Inc (EBIX) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Regal Investment Advisors first reported a position in EBIX in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 149 funds tracked by Wall St. Rank hold EBIX as of Q4 2015.

  • Regal Investment Advisors reported no remaining Ebix Inc position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 200 Ebix Inc shares in Q4 2015, an estimated $4K.
  • Regal Investment Advisors first reported a position in Ebix Inc in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Ebix Inc position peaked at $4K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.