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Archford Capital Strategies’s Icon ICLR Stock Holding History

Archford Capital Strategies’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-116
Closed -$5.46K – 766
2014
Q2 		$5.46K Hold
116
– – ﹤0.01% 497
2014
Q1 		$5.52K Buy
+116
New +$5.17K ﹤0.01% 511

Other funds holding ICLR

Neuberger Berman Group
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

Archford Capital Strategies's ICLR Position: Q3 2014 in Review

Archford Capital Strategies sold out of Icon (ICLR) in Q3 2014, closing a stake of 116 shares — an estimated $5.46K sold.

Archford Capital Strategies first reported a position in ICLR in Q1 2014 and held it in 2 quarters. The position peaked at $5.52K in Q1 2014. 229 funds tracked by Wall St. Rank hold ICLR as of Q3 2014.

  • Archford Capital Strategies reported no remaining Icon position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 116 Icon shares in Q3 2014, an estimated $5.46K.
  • Archford Capital Strategies first reported a position in Icon in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's Icon position peaked at $5.52K in Q1 2014.
  • 229 funds tracked by Wall St. Rank held Icon as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.