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Simply Money Advisors: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on IEI, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 231,426 IEI shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 231,426 shares
    Change vs previous 13F -122,261 shares

    3.93% of the 13F portfolio, value $27,915,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 353,687 shares
    Change vs previous 13F -151,854 shares

    5.58% of the 13F portfolio, value $43,206,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 505,541 shares
    Change vs previous 13F +4,128 shares

    8.26% of the 13F portfolio, value $62,439,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 501,413 shares
    Change vs previous 13F -1,175 shares

    8.45% of the 13F portfolio, value $61,960,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 502,588 shares
    Change vs previous 13F not available

    8.65% of the 13F portfolio, value $61,843,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).