Wealthspire Advisors (Maryland)’s Icahn Enterprises IEP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-502	Closed	-$36K	–	1175
2019 Q1	$36K	Hold	502	–	–	﹤0.01%	1035
2018 Q4	$29K	Sell	502 -443	-47%	-$29.4K	﹤0.01%	1067
2018 Q3	$67K	Buy	945 +10	+1%	+$742	0.01%	856
2018 Q2	$66K	Sell	935 -284	-23%	-$19.1K	0.01%	876
2018 Q1	$70K	Sell	1,219 -40	-3%	-$2.28K	0.01%	859
2017 Q4	$67K	Hold	1,259	–	–	0.01%	880
2017 Q3	$69K	Buy	1,259 +59	+5%	+$3.1K	0.01%	854
2017 Q2	$62K	Buy	+1,200	New	+$60K	0.01%	867
2016 Q1	–	Sell	-950	Closed	-$58K	–	1791
2015 Q4	$58K	Buy	+950	New	+$68.9K	0.01%	676

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Icahn Enterprises (IEP) in Q2 2019, closing a stake of 502 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in IEP in Q4 2015 and held it in 9 quarters. The position peaked at $70K in Q1 2018. 102 funds tracked by Wall St. Rank hold IEP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Icahn Enterprises position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 502 Icahn Enterprises shares in Q2 2019, an estimated $36K.
Wealthspire Advisors (Maryland) first reported a position in Icahn Enterprises in Q4 2015 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Icahn Enterprises position peaked at $70K in Q1 2018.
102 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.