IWP
EXP icon

Icon Wealth Partners’s Eagle Materials EXP Stock Holding History

Icon Wealth Partners’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-135
Closed -$14K – 408
2018
Q2 		$14K Buy
+135
New +$14.2K 0.01% 646
2018
Q1 		– Sell
-123
Closed -$14K – 409
2017
Q4 		$14K Buy
+123
New +$13.3K 0.01% 663

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Icon Wealth Partners sold out of Eagle Materials (EXP) in Q3 2018, closing a stake of 135 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in EXP in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 329 funds tracked by Wall St. Rank hold EXP as of Q3 2018.

  • Icon Wealth Partners reported no remaining Eagle Materials position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 135 Eagle Materials shares in Q3 2018, an estimated $14K.
  • Icon Wealth Partners first reported a position in Eagle Materials in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Eagle Materials position peaked at $14K in Q2 2018.
  • 329 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2018.

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