WP
EBIX

WealthPLAN Partners’s Ebix Inc EBIX Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-74
Closed -$4.4K – 494
2017
Q1 		$4.4K Buy
+74
New +$4.4K 0.02% 360
2016
Q3 		$4.14K Sell
73
-73
-50% -$3.99K ﹤0.01% 756
2016
Q2 		$3.52K Buy
+146
New +$6.71K ﹤0.01% 2097

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's EBIX Position: Q2 2017 in Review

WealthPLAN Partners sold out of Ebix Inc (EBIX) in Q2 2017, closing a stake of 74 shares — an estimated $4.4K sold.

WealthPLAN Partners first reported a position in EBIX in Q2 2016 and held it in 3 quarters. The position peaked at $4.4K in Q1 2017. 174 funds tracked by Wall St. Rank hold EBIX as of Q2 2017.

  • WealthPLAN Partners reported no remaining Ebix Inc position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 74 Ebix Inc shares in Q2 2017, an estimated $4.4K.
  • WealthPLAN Partners first reported a position in Ebix Inc in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Ebix Inc position peaked at $4.4K in Q1 2017.
  • 174 funds tracked by Wall St. Rank held Ebix Inc as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.