WC
EBIX

Weatherbie Capital’s Ebix Inc EBIX Stock Holding History

Weatherbie Capital’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
2016
Q4 		$16.9M Buy
295,530
+151,555
+105% +$8.8M 2.12% 18
2016
Q3 		$8.19M Buy
+143,975
New +$7.87M 1.03% 35

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Weatherbie Capital's EBIX Position: Q4 2016 in Review

Weatherbie Capital increased its Ebix Inc (EBIX) stake by 105% in Q4 2016, buying an estimated $8.8M and bringing the position to 295,530 shares worth $16.9M. The position accounts for 2.12% of the portfolio, ranked #18.

Weatherbie Capital first reported a position in EBIX in Q3 2016 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold EBIX as of Q4 2016.

  • Weatherbie Capital held 295,530 shares of Ebix Inc worth $16.9M as of Q4 2016.
  • Weatherbie Capital bought 151,555 Ebix Inc shares in Q4 2016, an estimated $8.8M.
  • Ebix Inc made up 2.12% of Weatherbie Capital's portfolio in Q4 2016, its #18 holding.
  • Weatherbie Capital first reported a position in Ebix Inc in Q3 2016 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2016.

Based on Weatherbie Capital's 13F filing for Q4 2016, filed 14 Feb 2017.