WA
EBIX

WealthTrust-Arizona’s Ebix Inc EBIX Stock Holding History

WealthTrust-Arizona’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
2014
Q3 		– Sell
-267
Closed -$4K – 688
2014
Q2 		$4K Hold
267
– – ﹤0.01% 516
2014
Q1 		$5K Hold
267
– – 0.01% 516
2013
Q4 		$4K Hold
267
– – ﹤0.01% 518
2013
Q3 		$3K Hold
267
– – ﹤0.01% 526
2013
Q2 		$2K Buy
+267
New +$4.77K ﹤0.01% 566

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthTrust-Arizona's EBIX Position: Q3 2014 in Review

WealthTrust-Arizona sold out of Ebix Inc (EBIX) in Q3 2014, closing a stake of 267 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in EBIX in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q1 2014. 122 funds tracked by Wall St. Rank hold EBIX as of Q3 2014.

  • WealthTrust-Arizona reported no remaining Ebix Inc position as of Q3 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 267 Ebix Inc shares in Q3 2014, an estimated $4K.
  • WealthTrust-Arizona first reported a position in Ebix Inc in Q2 2013 and held it in 5 quarters.
  • WealthTrust-Arizona's Ebix Inc position peaked at $5K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2014.

Based on WealthTrust-Arizona's 13F filing for Q3 2014, filed 23 Oct 2014.