RFCA
ICLR icon

R&F Capital Advisors’s Icon ICLR Stock Holding History

R&F Capital Advisors’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$512K Buy
6,419
+3,133
+95% +$257K 0.13% 245
2016
Q4 		$247K Buy
+3,286
New +$255K 0.09% 354

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

R&F Capital Advisors's ICLR Position: Q1 2017 in Review

R&F Capital Advisors increased its Icon (ICLR) stake by 95% in Q1 2017, buying an estimated $257K and bringing the position to 6,419 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #245.

R&F Capital Advisors first reported a position in ICLR in Q4 2016 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold ICLR as of Q1 2017.

  • R&F Capital Advisors held 6,419 shares of Icon worth $512K as of Q1 2017.
  • R&F Capital Advisors bought 3,133 Icon shares in Q1 2017, an estimated $257K.
  • Icon made up 0.13% of R&F Capital Advisors's portfolio in Q1 2017, its #245 holding.
  • R&F Capital Advisors first reported a position in Icon in Q4 2016 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held Icon as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.