Icon Wealth Partners’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,955	Closed	-$80K	–	422
2019 Q1	$80K	Buy	+2,955	New	+$82.9K	0.03%	271
2018 Q3	–	Sell	-2,955	Closed	-$86K	–	456
2018 Q2	$86K	Hold	2,955	–	–	0.04%	267
2018 Q1	$103K	Buy	2,955 +296	+11%	+$10.4K	0.06%	249
2017 Q4	$91K	Buy	+2,659	New	+$86K	0.05%	289

Other funds holding HMC

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Icon Wealth Partners sold out of Honda (HMC) in Q2 2019, closing a stake of 2,955 shares — an estimated $80K sold.

Icon Wealth Partners first reported a position in HMC in Q4 2017 and held it in 4 quarters. The position peaked at $103K in Q1 2018. 226 funds tracked by Wall St. Rank hold HMC as of Q2 2019.

Icon Wealth Partners reported no remaining Honda position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 2,955 Honda shares in Q2 2019, an estimated $80K.
Icon Wealth Partners first reported a position in Honda in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Honda position peaked at $103K in Q1 2018.
226 funds tracked by Wall St. Rank held Honda as of Q2 2019.

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