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IPCM

Callan Capital’s IPC HEALTHCARE INC COM DTD IPCM Stock Holding History

Callan Capital’s Portfolio IPCM Stock Details IPCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-8,293
Closed -$381K – 74
2014
Q4 		$381K Hold
8,293
– – 0.09% 59
2014
Q3 		$371K Hold
8,293
– – 0.1% 52
2014
Q2 		$367K Buy
+8,293
New +$361K 0.1% 54

Other funds holding IPCM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Callan Capital's IPCM Position: Q1 2015 in Review

Callan Capital sold out of IPC HEALTHCARE INC COM DTD (IPCM) in Q1 2015, closing a stake of 8,293 shares — an estimated $381K sold.

Callan Capital first reported a position in IPCM in Q2 2014 and held it in 3 quarters. The position peaked at $381K in Q4 2014. 145 funds tracked by Wall St. Rank hold IPCM as of Q1 2015.

  • Callan Capital reported no remaining IPC HEALTHCARE INC COM DTD position as of Q1 2015 after selling out during the quarter.
  • Callan Capital sold 8,293 IPC HEALTHCARE INC COM DTD shares in Q1 2015, an estimated $381K.
  • Callan Capital first reported a position in IPC HEALTHCARE INC COM DTD in Q2 2014 and held it in 3 quarters.
  • Callan Capital's IPC HEALTHCARE INC COM DTD position peaked at $381K in Q4 2014.
  • 145 funds tracked by Wall St. Rank held IPC HEALTHCARE INC COM DTD as of Q1 2015.

Based on Callan Capital's 13F filing for Q1 2015, filed 11 May 2015.