WAM
IMS

Wealthspire Advisors (Maryland)’s IMS HEALTH HLDGS INC COM STK (DE) IMS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IMS Stock Details IMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,235
Closed -$509K – 1949
2016
Q3 		$509K Buy
16,235
+1,926
+13% +$56.3K 0.08% 169
2016
Q2 		$363K Buy
14,309
+11,049
+339% +$283K 0.06% 215
2016
Q1 		$87K Buy
3,260
+3,103
+1,976% +$77K 0.02% 557
2015
Q4 		$4K Buy
+157
New +$4.39K ﹤0.01% 1439

Wealthspire Advisors (Maryland)'s IMS Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of IMS HEALTH HLDGS INC COM STK (DE) (IMS) in Q4 2016, closing a stake of 16,235 shares — an estimated $509K sold.

Wealthspire Advisors (Maryland) first reported a position in IMS in Q4 2015 and held it in 4 quarters. The position peaked at $509K in Q3 2016. 0 funds tracked by Wall St. Rank hold IMS as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining IMS HEALTH HLDGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 16,235 IMS HEALTH HLDGS INC COM STK (DE) shares in Q4 2016, an estimated $509K.
  • Wealthspire Advisors (Maryland) first reported a position in IMS HEALTH HLDGS INC COM STK (DE) in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s IMS HEALTH HLDGS INC COM STK (DE) position peaked at $509K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held IMS HEALTH HLDGS INC COM STK (DE) as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.