IWP
PCH

Icon Wealth Partners’s PotlatchDeltic PCH Stock Holding History

Icon Wealth Partners’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-177
Closed -$7K – 597
2019
Q1 		$7K Buy
+177
New +$6.32K ﹤0.01% 723
2018
Q3 		– Sell
-156
Closed -$8K – 598
2018
Q2 		$8K Buy
+156
New +$7.91K ﹤0.01% 721

Other funds holding PCH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Icon Wealth Partners sold out of PotlatchDeltic (PCH) in Q2 2019, closing a stake of 177 shares — an estimated $7K sold.

Icon Wealth Partners first reported a position in PCH in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 224 funds tracked by Wall St. Rank hold PCH as of Q2 2019.

  • Icon Wealth Partners reported no remaining PotlatchDeltic position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 177 PotlatchDeltic shares in Q2 2019, an estimated $7K.
  • Icon Wealth Partners first reported a position in PotlatchDeltic in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's PotlatchDeltic position peaked at $8K in Q2 2018.
  • 224 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2019.

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