EWM
ICLR icon

Empirical Wealth Management’s Icon ICLR Stock Holding History

Empirical 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
Q4 		– Sell
-2,139
Closed -$329K – 213
2018
Q3 		$329K Buy
+2,139
New +$307K 0.06% 158

Other funds holding ICLR

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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Empirical Wealth Management's ICLR Position: Q4 2018 in Review

Empirical Wealth Management sold out of Icon (ICLR) in Q4 2018, closing a stake of 2,139 shares — an estimated $329K sold.

Empirical Wealth Management first reported a position in ICLR in Q3 2018 and held it in 1 quarter. The position peaked at $329K in Q3 2018. 347 funds tracked by Wall St. Rank hold ICLR as of Q4 2018.

  • Empirical Wealth Management reported no remaining Icon position as of Q4 2018 after selling out during the quarter.
  • Empirical Wealth Management sold 2,139 Icon shares in Q4 2018, an estimated $329K.
  • Empirical Wealth Management first reported a position in Icon in Q3 2018 and held it in 1 quarter.
  • Empirical Wealth Management's Icon position peaked at $329K in Q3 2018.
  • 347 funds tracked by Wall St. Rank held Icon as of Q4 2018.

Based on Empirical Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.