Calton & Associates’s IQVIA IQV Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-175	Closed	-$18K	–	810
2017 Q4	$18K	Buy	+175	New	+$17.8K	﹤0.01%	909

Other funds holding IQV

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Calton & Associates's IQV Position: Q1 2018 in Review

Calton & Associates sold out of IQVIA (IQV) in Q1 2018, closing a stake of 175 shares — an estimated $18K sold.

Calton & Associates first reported a position in IQV in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 506 funds tracked by Wall St. Rank hold IQV as of Q1 2018.

Calton & Associates reported no remaining IQVIA position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 175 IQVIA shares in Q1 2018, an estimated $18K.
Calton & Associates first reported a position in IQVIA in Q4 2017 and held it in 1 quarter.
Calton & Associates's IQVIA position peaked at $18K in Q4 2017.
506 funds tracked by Wall St. Rank held IQVIA as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.