DWM
ICLR icon

Destination Wealth Management’s Icon ICLR Stock Holding History

Destination Wealth Management’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
Q2 		– Sell
-20
Closed -$2K – 577
2018
Q1 		$2K Buy
+20
New +$2.29K ﹤0.01% 506

Other funds holding ICLR

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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Destination Wealth Management's ICLR Position: Q2 2018 in Review

Destination Wealth Management sold out of Icon (ICLR) in Q2 2018, closing a stake of 20 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in ICLR in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 336 funds tracked by Wall St. Rank hold ICLR as of Q2 2018.

  • Destination Wealth Management reported no remaining Icon position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 20 Icon shares in Q2 2018, an estimated $2K.
  • Destination Wealth Management first reported a position in Icon in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Icon position peaked at $2K in Q1 2018.
  • 336 funds tracked by Wall St. Rank held Icon as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.