Ropes Wealth Advisors’s Ebix Inc EBIX Stock Holding History

Ropes Wealth 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
2018 Q1	–	Sell	-289	Closed	-$23K	–	834
2017 Q4	$23K	Hold	289	–	–	0.01%	425
2017 Q3	$19K	Buy	+289	New	+$16.7K	0.01%	418

Other funds holding EBIX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's EBIX Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Ebix Inc (EBIX) in Q1 2018, closing a stake of 289 shares — an estimated $23K sold.

Ropes Wealth Advisors first reported a position in EBIX in Q3 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 189 funds tracked by Wall St. Rank hold EBIX as of Q1 2018.

Ropes Wealth Advisors reported no remaining Ebix Inc position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 289 Ebix Inc shares in Q1 2018, an estimated $23K.
Ropes Wealth Advisors first reported a position in Ebix Inc in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Ebix Inc position peaked at $23K in Q4 2017.
189 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.