PTC
IPCM

Private Trust Company’s IPC HEALTHCARE INC COM DTD IPCM Stock Holding History

Private Trust Company’s Portfolio IPCM Stock Details IPCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-107
Closed -$5K – 1614
2014
Q3 		$5K Buy
107
+37
+53% +$1.75K ﹤0.01% 1344
2014
Q2 		$3K Buy
70
+5
+8% +$218 ﹤0.01% 1548
2014
Q1 		$3K Hold
65
– – ﹤0.01% 1418
2013
Q4 		$4K Hold
65
– – ﹤0.01% 1285
2013
Q3 		$3K Hold
65
– – ﹤0.01% 1347
2013
Q2 		$3K Buy
+65
New +$3.05K ﹤0.01% 1277

Other funds holding IPCM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Private Trust Company's IPCM Position: Q4 2014 in Review

Private Trust Company sold out of IPC HEALTHCARE INC COM DTD (IPCM) in Q4 2014, closing a stake of 107 shares — an estimated $5K sold.

Private Trust Company first reported a position in IPCM in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q3 2014. 155 funds tracked by Wall St. Rank hold IPCM as of Q4 2014.

  • Private Trust Company reported no remaining IPC HEALTHCARE INC COM DTD position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 107 IPC HEALTHCARE INC COM DTD shares in Q4 2014, an estimated $5K.
  • Private Trust Company first reported a position in IPC HEALTHCARE INC COM DTD in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's IPC HEALTHCARE INC COM DTD position peaked at $5K in Q3 2014.
  • 155 funds tracked by Wall St. Rank held IPC HEALTHCARE INC COM DTD as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.