GCA
ICLR icon

Gideon Capital Advisors’s Icon ICLR Stock Holding History

Gideon Capital Advisors’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
Q3 		– Sell
-1,528
Closed -$203K – 411
2018
Q2 		$203K Buy
+1,528
New +$190K 0.1% 343
2018
Q1 		– Sell
-1,795
Closed -$201K – 401
2017
Q4 		$201K Buy
+1,795
New +$207K 0.18% 273

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gideon Capital Advisors's ICLR Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Icon (ICLR) in Q3 2018, closing a stake of 1,528 shares — an estimated $203K sold.

Gideon Capital Advisors first reported a position in ICLR in Q4 2017 and held it in 2 quarters. The position peaked at $203K in Q2 2018. 360 funds tracked by Wall St. Rank hold ICLR as of Q3 2018.

  • Gideon Capital Advisors reported no remaining Icon position as of Q3 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,528 Icon shares in Q3 2018, an estimated $203K.
  • Gideon Capital Advisors first reported a position in Icon in Q4 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's Icon position peaked at $203K in Q2 2018.
  • 360 funds tracked by Wall St. Rank held Icon as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.