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ICLR icon

Bellwether Investment Group’s Icon ICLR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-291
Closed -$23K – 312
2017
Q1 		$23K Buy
291
+16
+6% +$1.31K 0.06% 267
2016
Q4 		$21K Buy
+275
New +$21.4K 0.02% 437

Other funds holding ICLR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bellwether Investment Group's ICLR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Icon (ICLR) in Q2 2017, closing a stake of 291 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in ICLR in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 281 funds tracked by Wall St. Rank hold ICLR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Icon position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 291 Icon shares in Q2 2017, an estimated $23K.
  • Bellwether Investment Group first reported a position in Icon in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Icon position peaked at $23K in Q1 2017.
  • 281 funds tracked by Wall St. Rank held Icon as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.