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Integrated Wealth Counsel’s Cardinal Health CAH Stock Holding History

Integrated Wealth Counsel’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$17K Hold
238
– – 0.04% 121
2016
Q3 		$18K Buy
+238
New +$19.2K 0.04% 111

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Integrated Wealth Counsel's CAH Position: Q4 2016 in Review

Integrated Wealth Counsel held its Cardinal Health (CAH) position steady in Q4 2016 at 238 shares worth $17K. The position accounts for 0.04% of the portfolio, ranked #121.

Integrated Wealth Counsel first reported a position in CAH in Q3 2016 and has held it in 2 quarters since. The position peaked at $18K in Q3 2016. 773 funds tracked by Wall St. Rank hold CAH as of Q4 2016.

  • Integrated Wealth Counsel held 238 shares of Cardinal Health worth $17K as of Q4 2016.
  • Integrated Wealth Counsel left its Cardinal Health share count unchanged in Q4 2016.
  • Cardinal Health made up 0.04% of Integrated Wealth Counsel's portfolio in Q4 2016, its #121 holding.
  • Integrated Wealth Counsel first reported a position in Cardinal Health in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's Cardinal Health position peaked at $18K in Q3 2016.
  • 773 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.