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WFG Advisors’s IQVIA IQV Stock Holding History

WFG Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$5K Buy
+51
New +$4.31K ﹤0.01% 1283
2017
Q1 		– Sell
-52
Closed -$4K – 1574
2016
Q4 		$4K Buy
+52
New +$3.99K ﹤0.01% 1306

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

WFG Advisors's IQV Position: Q2 2017 in Review

WFG Advisors opened a new position in IQVIA (IQV) in Q2 2017: 51 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: WFG Advisors previously reported a position in IQV as recently as Q4 2016.

WFG Advisors first reported a position in IQV in Q4 2016 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold IQV as of Q2 2017.

  • WFG Advisors held 51 shares of IQVIA worth $5K as of Q2 2017.
  • IQVIA was a new WFG Advisors position in Q2 2017.
  • IQVIA made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1283 holding.
  • WFG Advisors first reported a position in IQVIA in Q4 2016 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held IQVIA as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.