SBIA
EBIX

Sheaff Brock Investment Advisors’s Ebix Inc EBIX Stock Holding History

Sheaff Brock 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
2016
Q2 		– Sell
-27,467
Closed -$1.12M – 665
2016
Q1 		$1.12M Sell
27,467
-15,846
-37% -$553K 0.14% 156
2015
Q4 		$1.42M Buy
+43,313
New +$1.37M 0.16% 145

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's EBIX Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Ebix Inc (EBIX) in Q2 2016, closing a stake of 27,467 shares — an estimated $1.12M sold.

Sheaff Brock Investment Advisors first reported a position in EBIX in Q4 2015 and held it in 2 quarters. The position peaked at $1.42M in Q4 2015. 169 funds tracked by Wall St. Rank hold EBIX as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Ebix Inc position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 27,467 Ebix Inc shares in Q2 2016, an estimated $1.12M.
  • Sheaff Brock Investment Advisors first reported a position in Ebix Inc in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Ebix Inc position peaked at $1.42M in Q4 2015.
  • 169 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.