JWM
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Jackson Wealth Management’s IQVIA IQV Stock Holding History

Jackson Wealth Management’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,000
Closed -$962K – 94
2017
Q3 		$962K Buy
+10,000
New +$927K 0.26% 73

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Jackson Wealth Management's IQV Position: Q4 2017 in Review

Jackson Wealth Management sold out of IQVIA (IQV) in Q4 2017, closing a stake of 10,000 shares — an estimated $962K sold.

Jackson Wealth Management first reported a position in IQV in Q3 2017 and held it in 1 quarter. The position peaked at $962K in Q3 2017. 520 funds tracked by Wall St. Rank hold IQV as of Q4 2017.

  • Jackson Wealth Management reported no remaining IQVIA position as of Q4 2017 after selling out during the quarter.
  • Jackson Wealth Management sold 10,000 IQVIA shares in Q4 2017, an estimated $962K.
  • Jackson Wealth Management first reported a position in IQVIA in Q3 2017 and held it in 1 quarter.
  • Jackson Wealth Management's IQVIA position peaked at $962K in Q3 2017.
  • 520 funds tracked by Wall St. Rank held IQVIA as of Q4 2017.

Based on Jackson Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.