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LBA Wealth Management’s IQVIA IQV Stock Holding History

LBA 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
2016
Q4 		– Sell
-500
Closed -$41K – 470
2016
Q3 		$41K Buy
+500
New +$37.9K 0.02% 216

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

LBA Wealth Management's IQV Position: Q4 2016 in Review

LBA Wealth Management sold out of IQVIA (IQV) in Q4 2016, closing a stake of 500 shares — an estimated $41K sold.

LBA Wealth Management first reported a position in IQV in Q3 2016 and held it in 1 quarter. The position peaked at $41K in Q3 2016. 402 funds tracked by Wall St. Rank hold IQV as of Q4 2016.

  • LBA Wealth Management reported no remaining IQVIA position as of Q4 2016 after selling out during the quarter.
  • LBA Wealth Management sold 500 IQVIA shares in Q4 2016, an estimated $41K.
  • LBA Wealth Management first reported a position in IQVIA in Q3 2016 and held it in 1 quarter.
  • LBA Wealth Management's IQVIA position peaked at $41K in Q3 2016.
  • 402 funds tracked by Wall St. Rank held IQVIA as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.