RFA
INOV

Reilly Financial Advisors’s Inovalon Holdings, Inc. Class A Common Stock INOV Stock Holding History

Reilly Financial Advisors’s Portfolio INOV Stock Details INOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,140
Closed -$17K – 925
2016
Q3 		$17K Hold
1,140
– – ﹤0.01% 438
2016
Q2 		$21K Buy
+1,140
New +$20.4K ﹤0.01% 386

Other funds holding INOV

BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Reilly Financial Advisors's INOV Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Inovalon Holdings, Inc. Class A Common Stock (INOV) in Q4 2016, closing a stake of 1,140 shares — an estimated $17K sold.

Reilly Financial Advisors first reported a position in INOV in Q2 2016 and held it in 2 quarters. The position peaked at $21K in Q2 2016. 131 funds tracked by Wall St. Rank hold INOV as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Inovalon Holdings, Inc. Class A Common Stock position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,140 Inovalon Holdings, Inc. Class A Common Stock shares in Q4 2016, an estimated $17K.
  • Reilly Financial Advisors first reported a position in Inovalon Holdings, Inc. Class A Common Stock in Q2 2016 and held it in 2 quarters.
  • Reilly Financial Advisors's Inovalon Holdings, Inc. Class A Common Stock position peaked at $21K in Q2 2016.
  • 131 funds tracked by Wall St. Rank held Inovalon Holdings, Inc. Class A Common Stock as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.