WA
IEP icon

WFG Advisors’s Icahn Enterprises IEP Stock Holding History

WFG Advisors’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
2017
Q2 		$53K Buy
1,025
+357
+53% +$17.9K 0.01% 686
2017
Q1 		$34K Sell
668
-309
-32% -$17.4K 0.01% 765
2016
Q4 		$59K Buy
977
+150
+18% +$8.09K 0.01% 680
2016
Q3 		$42K Buy
827
+28
+4% +$1.48K 0.01% 749
2016
Q2 		$43K Sell
799
-100
-11% -$5.71K 0.01% 718
2016
Q1 		$57K Sell
899
-300
-25% -$17.3K 0.02% 626
2015
Q4 		$73K Sell
1,199
-380
-24% -$27.5K 0.02% 552
2015
Q3 		$106K Buy
1,579
+100
+7% +$7.53K 0.03% 450
2015
Q2 		$128K Hold
1,479
– – 0.04% 464
2015
Q1 		$133K Sell
1,479
-57
-4% -$5.38K 0.04% 449
2014
Q4 		$142K Buy
1,536
+28
+2% +$2.83K 0.03% 540
2014
Q3 		$160K Buy
1,508
+50
+3% +$5.31K 0.03% 507
2014
Q2 		$145K Buy
1,458
+10
+0.7% +$1K 0.03% 535
2014
Q1 		$149K Buy
1,448
+27
+2% +$2.98K 0.03% 506
2013
Q4 		$155K Buy
1,421
+21
+2% +$2.28K 0.02% 593
2013
Q3 		$117K Sell
1,400
-56
-4% -$4.21K 0.02% 657
2013
Q2 		$106K Buy
+1,456
New +$107K 0.02% 648

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's IEP Position: Q2 2017 in Review

WFG Advisors increased its Icahn Enterprises (IEP) stake by 53% in Q2 2017, buying an estimated $17.9K and bringing the position to 1,025 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #686.

WFG Advisors first reported a position in IEP in Q2 2013 and has held it in 17 quarters since. The position peaked at $160K in Q3 2014. 88 funds tracked by Wall St. Rank hold IEP as of Q2 2017.

  • WFG Advisors held 1,025 shares of Icahn Enterprises worth $53K as of Q2 2017.
  • WFG Advisors bought 357 Icahn Enterprises shares in Q2 2017, an estimated $17.9K.
  • Icahn Enterprises made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #686 holding.
  • WFG Advisors first reported a position in Icahn Enterprises in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Icahn Enterprises position peaked at $160K in Q3 2014.
  • 88 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.