Icon Wealth Partners’s Acushnet Holdings GOLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,487	Closed	-$34K	–	404
2019 Q1	$34K	Buy	+1,487	New	+$34.8K	0.01%	440
2018 Q3	–	Sell	-1,388	Closed	-$34K	–	443
2018 Q2	$34K	Buy	+1,388	New	+$33.4K	0.01%	469
2018 Q1	–	Sell	-1,294	Closed	-$27K	–	443
2017 Q4	$27K	Buy	+1,294	New	+$24.6K	0.01%	545

Other funds holding GOLF

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Icon Wealth Partners's GOLF Position: Q2 2019 in Review

Icon Wealth Partners sold out of Acushnet Holdings (GOLF) in Q2 2019, closing a stake of 1,487 shares — an estimated $34K sold.

Icon Wealth Partners first reported a position in GOLF in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q1 2019. 122 funds tracked by Wall St. Rank hold GOLF as of Q2 2019.

Icon Wealth Partners reported no remaining Acushnet Holdings position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,487 Acushnet Holdings shares in Q2 2019, an estimated $34K.
Icon Wealth Partners first reported a position in Acushnet Holdings in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Acushnet Holdings position peaked at $34K in Q1 2019.
122 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.