Independent Portfolio Consultants’s Quest Diagnostics DGX Stock Holding History

Independent Portfolio Consultants’s Portfolio DGX Stock Details DGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-430	Closed	-$40K	–	826
2016 Q4	$40K	Hold	430	–	–	0.01%	573
2016 Q3	$36K	Hold	430	–	–	0.01%	597
2016 Q2	$35K	Hold	430	–	–	0.01%	588
2016 Q1	$31K	Hold	430	–	–	0.01%	628
2015 Q4	$31K	Buy	430 +190	+79%	+$12.8K	0.01%	637
2015 Q3	$15K	Hold	240	–	–	﹤0.01%	690
2015 Q2	$17K	Buy	240 +222	+1,233%	+$16.4K	﹤0.01%	723
2015 Q1	$1K	Buy	+18	New	+$1.29K	﹤0.01%	920

Other funds holding DGX

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Independent Portfolio Consultants's DGX Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Quest Diagnostics (DGX) in Q1 2017, closing a stake of 430 shares — an estimated $40K sold.

Independent Portfolio Consultants first reported a position in DGX in Q1 2015 and held it in 8 quarters. The position peaked at $40K in Q4 2016. 614 funds tracked by Wall St. Rank hold DGX as of Q1 2017.

Independent Portfolio Consultants reported no remaining Quest Diagnostics position as of Q1 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 430 Quest Diagnostics shares in Q1 2017, an estimated $40K.
Independent Portfolio Consultants first reported a position in Quest Diagnostics in Q1 2015 and held it in 8 quarters.
Independent Portfolio Consultants's Quest Diagnostics position peaked at $40K in Q4 2016.
614 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.