Summit Trail Advisors’s Ebix Inc EBIX Stock Holding History

Summit Trail 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	-61	Closed	-$5K	–	2143
2017 Q4	$5K	Buy	+61	New	+$4.43K	﹤0.01%	1452

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

Summit Trail Advisors's EBIX Position: Q1 2018 in Review

Summit Trail Advisors sold out of Ebix Inc (EBIX) in Q1 2018, closing a stake of 61 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in EBIX in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 189 funds tracked by Wall St. Rank hold EBIX as of Q1 2018.

Summit Trail Advisors reported no remaining Ebix Inc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 61 Ebix Inc shares in Q1 2018, an estimated $5K.
Summit Trail Advisors first reported a position in Ebix Inc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Ebix Inc position peaked at $5K in Q4 2017.
189 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.