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Ropes Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

Ropes Wealth Advisors’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
2018
Q4 		– Sell
-2,500
Closed -$177K – 516
2018
Q3 		$177K Hold
2,500
– – 0.04% 234
2018
Q2 		$178K Hold
2,500
– – 0.05% 237
2018
Q1 		$143K Hold
2,500
– – 0.04% 239
2017
Q4 		$133K Buy
+2,500
New +$136K 0.03% 244

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ropes Wealth Advisors's IEP Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Icahn Enterprises (IEP) in Q4 2018, closing a stake of 2,500 shares — an estimated $177K sold.

Ropes Wealth Advisors first reported a position in IEP in Q4 2017 and held it in 4 quarters. The position peaked at $178K in Q2 2018. 103 funds tracked by Wall St. Rank hold IEP as of Q4 2018.

  • Ropes Wealth Advisors reported no remaining Icahn Enterprises position as of Q4 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,500 Icahn Enterprises shares in Q4 2018, an estimated $177K.
  • Ropes Wealth Advisors first reported a position in Icahn Enterprises in Q4 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's Icahn Enterprises position peaked at $178K in Q2 2018.
  • 103 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.