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Windsor Capital Management’s Icahn Enterprises IEP Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-925
Closed -$61K – 241
2015
Q3 		$61K Buy
+925
New +$69.7K 0.04% 153

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Windsor Capital Management's IEP Position: Q4 2015 in Review

Windsor Capital Management sold out of Icahn Enterprises (IEP) in Q4 2015, closing a stake of 925 shares — an estimated $61K sold.

Windsor Capital Management first reported a position in IEP in Q3 2015 and held it in 1 quarter. The position peaked at $61K in Q3 2015. 87 funds tracked by Wall St. Rank hold IEP as of Q4 2015.

  • Windsor Capital Management reported no remaining Icahn Enterprises position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 925 Icahn Enterprises shares in Q4 2015, an estimated $61K.
  • Windsor Capital Management first reported a position in Icahn Enterprises in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Icahn Enterprises position peaked at $61K in Q3 2015.
  • 87 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.