CI
ICLR icon

Cavalier Investments’s Icon ICLR Stock Holding History

Cavalier Investments’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
2017
Q4 		– Sell
-2,060
Closed -$235K – 156
2017
Q3 		$235K Hold
2,060
– – 0.11% 133
2017
Q2 		$201K Sell
2,060
-720
-26% -$63.7K 0.11% 141
2017
Q1 		$222K Sell
2,780
-555
-17% -$45.4K 0.12% 137
2016
Q4 		$251K Sell
3,335
-1,489
-31% -$116K 0.16% 100
2016
Q3 		$373K Buy
+4,824
New +$362K 0.23% 75

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cavalier Investments's ICLR Position: Q4 2017 in Review

Cavalier Investments sold out of Icon (ICLR) in Q4 2017, closing a stake of 2,060 shares — an estimated $235K sold.

Cavalier Investments first reported a position in ICLR in Q3 2016 and held it in 5 quarters. The position peaked at $373K in Q3 2016. 333 funds tracked by Wall St. Rank hold ICLR as of Q4 2017.

  • Cavalier Investments reported no remaining Icon position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 2,060 Icon shares in Q4 2017, an estimated $235K.
  • Cavalier Investments first reported a position in Icon in Q3 2016 and held it in 5 quarters.
  • Cavalier Investments's Icon position peaked at $373K in Q3 2016.
  • 333 funds tracked by Wall St. Rank held Icon as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.