UFF
EBIX

USA Financial Formulas’s Ebix Inc EBIX Stock Holding History

USA Financial Formulas’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
2017
Q1 		– Sell
-5,338
Closed -$305K – 381
2016
Q4 		$305K Sell
5,338
-606
-10% -$35.2K 0.08% 191
2016
Q3 		$338K Sell
5,944
-2,418
-29% -$132K 0.09% 186
2016
Q2 		$401K Buy
+8,362
New +$384K 0.11% 154
2015
Q3 		– Sell
-22,986
Closed -$750K – 246
2015
Q2 		$750K Buy
+22,986
New +$738K 0.23% 86

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

USA Financial Formulas's EBIX Position: Q1 2017 in Review

USA Financial Formulas sold out of Ebix Inc (EBIX) in Q1 2017, closing a stake of 5,338 shares — an estimated $305K sold.

USA Financial Formulas first reported a position in EBIX in Q2 2015 and held it in 4 quarters. The position peaked at $750K in Q2 2015. 189 funds tracked by Wall St. Rank hold EBIX as of Q1 2017.

  • USA Financial Formulas reported no remaining Ebix Inc position as of Q1 2017 after selling out during the quarter.
  • USA Financial Formulas sold 5,338 Ebix Inc shares in Q1 2017, an estimated $305K.
  • USA Financial Formulas first reported a position in Ebix Inc in Q2 2015 and held it in 4 quarters.
  • USA Financial Formulas's Ebix Inc position peaked at $750K in Q2 2015.
  • 189 funds tracked by Wall St. Rank held Ebix Inc as of Q1 2017.

Based on USA Financial Formulas's 13F filing for Q1 2017, filed 15 May 2017.