CFA
IMS

CT Financial Advisors’s IMS HEALTH HLDGS INC COM STK (DE) IMS Stock Holding History

CT Financial Advisors’s Portfolio IMS Stock Details IMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,150
Closed -$193K – 668
2016
Q3 		$193K Sell
6,150
-2,000
-25% -$58.4K 0.12% 149
2016
Q2 		$207K Sell
8,150
-2,500
-23% -$64.1K 0.13% 140
2016
Q1 		$283K Hold
10,650
– – 0.16% 115
2015
Q4 		$271K Buy
10,650
+1,100
+12% +$30.7K 0.16% 115
2015
Q3 		$278K Buy
9,550
+475
+5% +$14.6K 0.17% 110
2015
Q2 		$278K Hold
9,075
– – 0.16% 117
2015
Q1 		$246K Sell
9,075
-4,090
-31% -$106K 0.14% 133
2014
Q4 		$338K Buy
+13,165
New +$332K 0.26% 84

CT Financial Advisors's IMS Position: Q4 2016 in Review

CT Financial Advisors sold out of IMS HEALTH HLDGS INC COM STK (DE) (IMS) in Q4 2016, closing a stake of 6,150 shares — an estimated $193K sold.

CT Financial Advisors first reported a position in IMS in Q4 2014 and held it in 8 quarters. The position peaked at $338K in Q4 2014. 0 funds tracked by Wall St. Rank hold IMS as of Q4 2016.

  • CT Financial Advisors reported no remaining IMS HEALTH HLDGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
  • CT Financial Advisors sold 6,150 IMS HEALTH HLDGS INC COM STK (DE) shares in Q4 2016, an estimated $193K.
  • CT Financial Advisors first reported a position in IMS HEALTH HLDGS INC COM STK (DE) in Q4 2014 and held it in 8 quarters.
  • CT Financial Advisors's IMS HEALTH HLDGS INC COM STK (DE) position peaked at $338K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held IMS HEALTH HLDGS INC COM STK (DE) as of Q4 2016.

Based on CT Financial Advisors's 13F filing for Q4 2016, filed 12 Jan 2017.