EWM
ICLR icon

Evercore Wealth Management’s Icon ICLR Stock Holding History

Evercore 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
Q1 		– Sell
-163
Closed -$18K – 549
2017
Q4 		$18K Hold
163
– – ﹤0.01% 741
2017
Q3 		$19K Hold
163
– – ﹤0.01% 723
2017
Q2 		$16K Sell
163
-76
-32% -$6.72K ﹤0.01% 746
2017
Q1 		$19K Buy
239
+108
+82% +$8.84K ﹤0.01% 757
2016
Q4 		$10K Hold
131
– – ﹤0.01% 824
2016
Q3 		$10K Buy
131
+32
+32% +$2.4K ﹤0.01% 868
2016
Q2 		$7K Buy
99
+76
+330% +$5.22K ﹤0.01% 883
2016
Q1 		$2K Buy
+23
New +$1.61K ﹤0.01% 909

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
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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evercore Wealth Management's ICLR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Icon (ICLR) in Q1 2018, closing a stake of 163 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in ICLR in Q1 2016 and held it in 8 quarters. The position peaked at $19K in Q3 2017. 331 funds tracked by Wall St. Rank hold ICLR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Icon position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 163 Icon shares in Q1 2018, an estimated $18K.
  • Evercore Wealth Management first reported a position in Icon in Q1 2016 and held it in 8 quarters.
  • Evercore Wealth Management's Icon position peaked at $19K in Q3 2017.
  • 331 funds tracked by Wall St. Rank held Icon as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.