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Bruderman Asset Management’s Icon ICLR Stock Holding History

Bruderman Asset Management’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
2016
Q4 		– Sell
-200
Closed -$15K – 377
2016
Q3 		$15K Buy
+200
New +$15K ﹤0.01% 303

Other funds holding ICLR

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bruderman Asset Management's ICLR Position: Q4 2016 in Review

Bruderman Asset Management sold out of Icon (ICLR) in Q4 2016, closing a stake of 200 shares — an estimated $15K sold.

Bruderman Asset Management first reported a position in ICLR in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 280 funds tracked by Wall St. Rank hold ICLR as of Q4 2016.

  • Bruderman Asset Management reported no remaining Icon position as of Q4 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 200 Icon shares in Q4 2016, an estimated $15K.
  • Bruderman Asset Management first reported a position in Icon in Q3 2016 and held it in 1 quarter.
  • Bruderman Asset Management's Icon position peaked at $15K in Q3 2016.
  • 280 funds tracked by Wall St. Rank held Icon as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.