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Evercore Wealth Management’s IQVIA IQV Stock Holding History

Evercore Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-57
Closed -$5K – 1059
2016
Q3 		$5K Hold
57
– – ﹤0.01% 933
2016
Q2 		$4K Hold
57
– – ﹤0.01% 950
2016
Q1 		$4K Hold
57
– – ﹤0.01% 878
2015
Q4 		$4K Buy
+57
New +$3.9K ﹤0.01% 938
2015
Q3 		– Sell
-45
Closed -$3K – 1014
2015
Q2 		$3K Hold
45
– – ﹤0.01% 1013
2015
Q1 		$3K Buy
+45
New +$2.84K ﹤0.01% 951
2014
Q3 		– Sell
-21
Closed -$1K – 963
2014
Q2 		$1K Buy
+21
New +$1.06K ﹤0.01% 991

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Evercore Wealth Management's IQV Position: Q4 2016 in Review

Evercore Wealth Management sold out of IQVIA (IQV) in Q4 2016, closing a stake of 57 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in IQV in Q2 2014 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 402 funds tracked by Wall St. Rank hold IQV as of Q4 2016.

  • Evercore Wealth Management reported no remaining IQVIA position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 57 IQVIA shares in Q4 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in IQVIA in Q2 2014 and held it in 7 quarters.
  • Evercore Wealth Management's IQVIA position peaked at $5K in Q3 2016.
  • 402 funds tracked by Wall St. Rank held IQVIA as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.