IWP
CBM

Icon Wealth Partners’s Cambrex Corporation CBM Stock Holding History

Icon Wealth Partners’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-143
Closed -$7K – 802
2018
Q2 		$7K Buy
+143
New +$7.13K ﹤0.01% 733
2018
Q1 		– Sell
-131
Closed -$6K – 821
2017
Q4 		$6K Buy
+131
New +$6.49K ﹤0.01% 771

Other funds holding CBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Icon Wealth Partners sold out of Cambrex Corporation (CBM) in Q3 2018, closing a stake of 143 shares — an estimated $7K sold.

Icon Wealth Partners first reported a position in CBM in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 257 funds tracked by Wall St. Rank hold CBM as of Q3 2018.

  • Icon Wealth Partners reported no remaining Cambrex Corporation position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 143 Cambrex Corporation shares in Q3 2018, an estimated $7K.
  • Icon Wealth Partners first reported a position in Cambrex Corporation in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Cambrex Corporation position peaked at $7K in Q2 2018.
  • 257 funds tracked by Wall St. Rank held Cambrex Corporation as of Q3 2018.

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