BWA
ICLR icon

Burt Wealth Advisors’s Icon ICLR Stock Holding History

Burt Wealth Advisors’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
2018
Q4 		– Sell
-24
Closed -$4K – 370
2018
Q3 		$4K Hold
24
– – ﹤0.01% 327
2018
Q2 		$3K Hold
24
– – ﹤0.01% 329
2018
Q1 		$3K Hold
24
– – ﹤0.01% 334
2017
Q4 		$3K Buy
+24
New +$2.77K ﹤0.01% 329

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Burt Wealth Advisors's ICLR Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Icon (ICLR) in Q4 2018, closing a stake of 24 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in ICLR in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 347 funds tracked by Wall St. Rank hold ICLR as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Icon position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 24 Icon shares in Q4 2018, an estimated $4K.
  • Burt Wealth Advisors first reported a position in Icon in Q4 2017 and held it in 4 quarters.
  • Burt Wealth Advisors's Icon position peaked at $4K in Q3 2018.
  • 347 funds tracked by Wall St. Rank held Icon as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.