FPFS
ICLR icon

First Personal Financial Services’s Icon ICLR Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-53
Closed -$8K – 642
2019
Q2 		$8K Hold
53
– – ﹤0.01% 528
2019
Q1 		$7K Sell
53
-53
-50% -$7.22K ﹤0.01% 545
2018
Q4 		$14K Sell
106
-8
-7% -$1.1K ﹤0.01% 424
2018
Q3 		$18K Sell
114
-15
-12% -$2.15K 0.01% 421
2018
Q2 		$17K Sell
129
-74,968
-100% -$9.35M 0.01% 417
2018
Q1 		$8.87M Buy
75,097
+161
+0.2% +$18.5K 1.95% 3
2017
Q4 		$8.4M Buy
74,936
+166
+0.2% +$19.1K 1.64% 10
2017
Q3 		$8.52M Hold
74,770
– – 1.8% 5
2017
Q2 		$7.31M Buy
74,770
+46
+0.1% +$4.07K 1.6% 11
2017
Q1 		$5.96M Hold
74,724
– – 1.43% 15
2016
Q4 		$5.62M Buy
74,724
+1,185
+2% +$92K 1.48% 14
2016
Q3 		$5.69M Buy
73,539
+13,751
+23% +$1.03M 1.66% 10
2016
Q2 		$4.19M Buy
+59,788
New +$4.1M 1.43% 21

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
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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Personal Financial Services's ICLR Position: Q3 2019 in Review

First Personal Financial Services sold out of Icon (ICLR) in Q3 2019, closing a stake of 53 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in ICLR in Q2 2016 and held it in 13 quarters. The position peaked at $8.87M in Q1 2018. 356 funds tracked by Wall St. Rank hold ICLR as of Q3 2019.

  • First Personal Financial Services reported no remaining Icon position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 53 Icon shares in Q3 2019, an estimated $8K.
  • First Personal Financial Services first reported a position in Icon in Q2 2016 and held it in 13 quarters.
  • First Personal Financial Services's Icon position peaked at $8.87M in Q1 2018.
  • 356 funds tracked by Wall St. Rank held Icon as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.