Mosaic Family Wealth’s IQVIA IQV Stock Holding History

Mosaic Family Wealth’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	-41	Closed	-$4K	–	797
2017 Q3	$4K	Buy	+41	New	+$3.8K	﹤0.01%	749

Other funds holding IQV

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Mosaic Family Wealth's IQV Position: Q4 2017 in Review

Mosaic Family Wealth sold out of IQVIA (IQV) in Q4 2017, closing a stake of 41 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in IQV in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 520 funds tracked by Wall St. Rank hold IQV as of Q4 2017.

Mosaic Family Wealth reported no remaining IQVIA position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 41 IQVIA shares in Q4 2017, an estimated $4K.
Mosaic Family Wealth first reported a position in IQVIA in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's IQVIA position peaked at $4K in Q3 2017.
520 funds tracked by Wall St. Rank held IQVIA as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.