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Mark Sheptoff Financial Planning’s IQVIA IQV Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-15
Closed -$1K – 422
2015
Q2 		$1K Buy
+15
New +$1.03K ﹤0.01% 359

Other funds holding IQV

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
3I
3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's IQV Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of IQVIA (IQV) in Q3 2015, closing a stake of 15 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in IQV in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 320 funds tracked by Wall St. Rank hold IQV as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining IQVIA position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 15 IQVIA shares in Q3 2015, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in IQVIA in Q2 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's IQVIA position peaked at $1K in Q2 2015.
  • 320 funds tracked by Wall St. Rank held IQVIA as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.