IWP
DPLO

Icon Wealth Partners’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Icon Wealth Partners’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-846
Closed -$17K – 818
2017
Q4 		$17K Buy
+846
New +$16.6K 0.01% 644

Other funds holding DPLO

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Icon Wealth Partners's DPLO Position: Q1 2018 in Review

Icon Wealth Partners sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q1 2018, closing a stake of 846 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in DPLO in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 201 funds tracked by Wall St. Rank hold DPLO as of Q1 2018.

  • Icon Wealth Partners reported no remaining DIPLOMAT PHARMACY, INC. position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 846 DIPLOMAT PHARMACY, INC. shares in Q1 2018, an estimated $17K.
  • Icon Wealth Partners first reported a position in DIPLOMAT PHARMACY, INC. in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's DIPLOMAT PHARMACY, INC. position peaked at $17K in Q4 2017.
  • 201 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.