DWA
ICLR icon

Douglass Winthrop Advisors’s Icon ICLR Stock Holding History

Douglass Winthrop Advisors’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
-2,000
Closed -$228K – 249
2017
Q3 		$228K Buy
+2,000
New +$213K 0.01% 233

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $95.5B AUM 28.4% 1-Year Est. Return

Douglass Winthrop Advisors's ICLR Position: Q4 2017 in Review

Douglass Winthrop Advisors sold out of Icon (ICLR) in Q4 2017, closing a stake of 2,000 shares — an estimated $228K sold.

Douglass Winthrop Advisors first reported a position in ICLR in Q3 2017 and held it in 1 quarter. The position peaked at $228K in Q3 2017. 333 funds tracked by Wall St. Rank hold ICLR as of Q4 2017.

  • Douglass Winthrop Advisors reported no remaining Icon position as of Q4 2017 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 2,000 Icon shares in Q4 2017, an estimated $228K.
  • Douglass Winthrop Advisors first reported a position in Icon in Q3 2017 and held it in 1 quarter.
  • Douglass Winthrop Advisors's Icon position peaked at $228K in Q3 2017.
  • 333 funds tracked by Wall St. Rank held Icon as of Q4 2017.

Based on Douglass Winthrop Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.