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Brandywine Oak Private Wealth’s Icon ICLR Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-40
Closed -$5K – 397
2018
Q4 		$5K Buy
+40
New +$5.53K ﹤0.01% 561

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Brandywine Oak Private Wealth's ICLR Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Icon (ICLR) in Q1 2019, closing a stake of 40 shares — an estimated $5K sold.

Brandywine Oak Private Wealth first reported a position in ICLR in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 352 funds tracked by Wall St. Rank hold ICLR as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Icon position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 40 Icon shares in Q1 2019, an estimated $5K.
  • Brandywine Oak Private Wealth first reported a position in Icon in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Icon position peaked at $5K in Q4 2018.
  • 352 funds tracked by Wall St. Rank held Icon as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.