BAM
IQV icon

Bruderman Asset Management’s IQVIA IQV Stock Holding History

Bruderman Asset Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-120
Closed -$9K – 224
2016
Q4 		$9K Hold
120
– – ﹤0.01% 319
2016
Q3 		$10K Hold
120
– – ﹤0.01% 325
2016
Q2 		$8K Hold
120
– – ﹤0.01% 324
2016
Q1 		$8K Buy
+120
New +$7.59K ﹤0.01% 339

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bruderman Asset Management's IQV Position: Q1 2017 in Review

Bruderman Asset Management sold out of IQVIA (IQV) in Q1 2017, closing a stake of 120 shares — an estimated $9K sold.

Bruderman Asset Management first reported a position in IQV in Q1 2016 and held it in 4 quarters. The position peaked at $10K in Q3 2016. 375 funds tracked by Wall St. Rank hold IQV as of Q1 2017.

  • Bruderman Asset Management reported no remaining IQVIA position as of Q1 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 120 IQVIA shares in Q1 2017, an estimated $9K.
  • Bruderman Asset Management first reported a position in IQVIA in Q1 2016 and held it in 4 quarters.
  • Bruderman Asset Management's IQVIA position peaked at $10K in Q3 2016.
  • 375 funds tracked by Wall St. Rank held IQVIA as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.