WCF
EBIX

West Coast Financial’s Ebix Inc EBIX Stock Holding History

West Coast Financial’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
2019
Q3 		– Sell
-57,936
Closed -$2.91M – 113
2019
Q2 		$2.91M Buy
57,936
+3,166
+6% +$157K 0.67% 45
2019
Q1 		$2.7M Buy
54,770
+9,720
+22% +$512K 0.64% 45
2018
Q4 		$1.92M Buy
+45,050
New +$2.4M 0.54% 43

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Coast Financial's EBIX Position: Q3 2019 in Review

West Coast Financial sold out of Ebix Inc (EBIX) in Q3 2019, closing a stake of 57,936 shares — an estimated $2.91M sold.

West Coast Financial first reported a position in EBIX in Q4 2018 and held it in 3 quarters. The position peaked at $2.91M in Q2 2019. 166 funds tracked by Wall St. Rank hold EBIX as of Q3 2019.

  • West Coast Financial reported no remaining Ebix Inc position as of Q3 2019 after selling out during the quarter.
  • West Coast Financial sold 57,936 Ebix Inc shares in Q3 2019, an estimated $2.91M.
  • West Coast Financial first reported a position in Ebix Inc in Q4 2018 and held it in 3 quarters.
  • West Coast Financial's Ebix Inc position peaked at $2.91M in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Ebix Inc as of Q3 2019.

Based on West Coast Financial's 13F filing for Q3 2019, filed 16 Oct 2019.