Icon Wealth Partners’s Cardinal Health CAH Stock Holding History

Icon Wealth Partners’s Portfolio CAH Stock Details CAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-125	Closed	-$6K	–	341
2018 Q2	$6K	Buy	+125	New	+$7.09K	﹤0.01%	738

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's CAH Position: Q3 2018 in Review

Icon Wealth Partners sold out of Cardinal Health (CAH) in Q3 2018, closing a stake of 125 shares — an estimated $6K sold.

Icon Wealth Partners first reported a position in CAH in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 685 funds tracked by Wall St. Rank hold CAH as of Q3 2018.

Icon Wealth Partners reported no remaining Cardinal Health position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 125 Cardinal Health shares in Q3 2018, an estimated $6K.
Icon Wealth Partners first reported a position in Cardinal Health in Q2 2018 and held it in 1 quarter.
Icon Wealth Partners's Cardinal Health position peaked at $6K in Q2 2018.
685 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.