SKK
EBIX

Shepherd Kaplan Krochuk’s Ebix Inc EBIX Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q2 		– Sell
-15,093
Closed -$258K – 673
2014
Q1 		$258K Buy
+15,093
New +$233K 0.03% 388

Other funds holding EBIX

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shepherd Kaplan Krochuk's EBIX Position: Q2 2014 in Review

Shepherd Kaplan Krochuk sold out of Ebix Inc (EBIX) in Q2 2014, closing a stake of 15,093 shares — an estimated $258K sold.

Shepherd Kaplan Krochuk first reported a position in EBIX in Q1 2014 and held it in 1 quarter. The position peaked at $258K in Q1 2014. 134 funds tracked by Wall St. Rank hold EBIX as of Q2 2014.

  • Shepherd Kaplan Krochuk reported no remaining Ebix Inc position as of Q2 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 15,093 Ebix Inc shares in Q2 2014, an estimated $258K.
  • Shepherd Kaplan Krochuk first reported a position in Ebix Inc in Q1 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Ebix Inc position peaked at $258K in Q1 2014.
  • 134 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2014, filed 14 Aug 2014.