WP
IEP icon

WealthPLAN Partners’s Icahn Enterprises IEP Stock Holding History

WealthPLAN Partners’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$12.5K Sell
250
-200
-44% -$10.6K ﹤0.01% 562
2016
Q2 		$13.5K Buy
+450
New +$25.7K ﹤0.01% 1608
2015
Q4 		$176K Buy
+15,958
New +$1.16M 0.03% 292
2015
Q2 		$897K Sell
10,338
-1,414
-12% -$127K 0.39% 36
2015
Q1 		$1.05M Buy
+11,752
New +$1.11M 0.49% 42

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthPLAN Partners's IEP Position: Q3 2016 in Review

WealthPLAN Partners reduced its Icahn Enterprises (IEP) stake by 44% in Q3 2016, selling an estimated $10.6K and leaving 250 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

WealthPLAN Partners first reported a position in IEP in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2015. 89 funds tracked by Wall St. Rank hold IEP as of Q3 2016.

  • WealthPLAN Partners held 250 shares of Icahn Enterprises worth $12.5K as of Q3 2016.
  • WealthPLAN Partners sold 200 Icahn Enterprises shares in Q3 2016, an estimated $10.6K.
  • Icahn Enterprises made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #562 holding.
  • WealthPLAN Partners first reported a position in Icahn Enterprises in Q1 2015 and has held it in 5 quarters since.
  • WealthPLAN Partners's Icahn Enterprises position peaked at $1.05M in Q1 2015.
  • 89 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.