FGC
ICLR icon

Financial Gravity Companies’s Icon ICLR Stock Holding History

Financial Gravity Companies’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 		$292K Buy
+2,064
New +$285K 0.27% 68
2018
Q1 		$179K Buy
1,524
+210
+16% +$24.1K 0.18% 115
2017
Q4 		$144K Buy
+1,314
New +$151K 0.17% 119

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
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

Financial Gravity Companies's ICLR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Icon (ICLR) in Q4 2018: 2,064 shares worth $292K. The stake represents 0.27% of the portfolio and ranks #68 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ICLR as recently as Q1 2018.

Financial Gravity Companies first reported a position in ICLR in Q4 2017 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold ICLR as of Q4 2018.

  • Financial Gravity Companies held 2,064 shares of Icon worth $292K as of Q4 2018.
  • Icon was a new Financial Gravity Companies position in Q4 2018.
  • Icon made up 0.27% of Financial Gravity Companies's portfolio in Q4 2018, its #68 holding.
  • Financial Gravity Companies first reported a position in Icon in Q4 2017 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held Icon as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.