UFA
ICLR icon

US Financial Advisors’s Icon ICLR Stock Holding History

US Financial 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
2016
Q2 		– Sell
-33
Closed -$2K – 185
2016
Q1 		$2K Hold
33
– – ﹤0.01% 322
2015
Q4 		$3K Sell
33
-29
-47% -$2.07K ﹤0.01% 424
2015
Q3 		$4K Buy
62
+29
+88% +$2.18K 0.01% 326
2015
Q2 		$2K Buy
+33
New +$2.23K ﹤0.01% 373

Other funds holding ICLR

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

US Financial Advisors's ICLR Position: Q2 2016 in Review

US Financial Advisors sold out of Icon (ICLR) in Q2 2016, closing a stake of 33 shares — an estimated $2K sold.

US Financial Advisors first reported a position in ICLR in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2015. 274 funds tracked by Wall St. Rank hold ICLR as of Q2 2016.

  • US Financial Advisors reported no remaining Icon position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 33 Icon shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in Icon in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Icon position peaked at $4K in Q3 2015.
  • 274 funds tracked by Wall St. Rank held Icon as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.