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MinichMacGregor Wealth Management’s IQVIA IQV Stock Holding History

MinichMacGregor 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
Q2 		– Sell
-149
Closed -$11K – 493
2017
Q1 		$11K Sell
149
-39
-21% -$3.04K 0.01% 260
2016
Q4 		$14K Buy
+188
New +$14.4K 0.01% 216
2016
Q3 		– Sell
-189
Closed -$12K – 469
2016
Q2 		$12K Buy
189
+26
+16% +$1.74K 0.01% 232
2016
Q1 		$10K Sell
163
-32
-16% -$2.02K 0.01% 254
2015
Q4 		$13K Buy
+195
New +$13.3K 0.01% 205

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 $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

MinichMacGregor Wealth Management's IQV Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of IQVIA (IQV) in Q2 2017, closing a stake of 149 shares — an estimated $11K sold.

MinichMacGregor Wealth Management first reported a position in IQV in Q4 2015 and held it in 5 quarters. The position peaked at $14K in Q4 2016. 397 funds tracked by Wall St. Rank hold IQV as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining IQVIA position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 149 IQVIA shares in Q2 2017, an estimated $11K.
  • MinichMacGregor Wealth Management first reported a position in IQVIA in Q4 2015 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's IQVIA position peaked at $14K in Q4 2016.
  • 397 funds tracked by Wall St. Rank held IQVIA as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.