Gupta Wealth Management’s Icon ICLR Stock Holding History

Gupta 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
2015 Q2	–	Sell	-38	Closed	-$3K	–	1284
2015 Q1	$3K	Buy	+38	New	+$2.35K	﹤0.01%	958

Other funds holding ICLR

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Gupta Wealth Management's ICLR Position: Q2 2015 in Review

Gupta Wealth Management sold out of Icon (ICLR) in Q2 2015, closing a stake of 38 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in ICLR in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 256 funds tracked by Wall St. Rank hold ICLR as of Q2 2015.

Gupta Wealth Management reported no remaining Icon position as of Q2 2015 after selling out during the quarter.
Gupta Wealth Management sold 38 Icon shares in Q2 2015, an estimated $3K.
Gupta Wealth Management first reported a position in Icon in Q1 2015 and held it in 1 quarter.
Gupta Wealth Management's Icon position peaked at $3K in Q1 2015.
256 funds tracked by Wall St. Rank held Icon as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.