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Winch Advisory Services’s IQVIA IQV Stock Holding History

Winch Advisory Services’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
2018
Q2 		– Sell
-55
Closed -$5K – 355
2018
Q1 		$5K Hold
55
– – ﹤0.01% 226
2017
Q4 		$5K Hold
55
– – ﹤0.01% 220
2017
Q3 		$5K Buy
+55
New +$5.1K ﹤0.01% 206

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Winch Advisory Services's IQV Position: Q2 2018 in Review

Winch Advisory Services sold out of IQVIA (IQV) in Q2 2018, closing a stake of 55 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in IQV in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 513 funds tracked by Wall St. Rank hold IQV as of Q2 2018.

  • Winch Advisory Services reported no remaining IQVIA position as of Q2 2018 after selling out during the quarter.
  • Winch Advisory Services sold 55 IQVIA shares in Q2 2018, an estimated $5K.
  • Winch Advisory Services first reported a position in IQVIA in Q3 2017 and held it in 3 quarters.
  • Winch Advisory Services's IQVIA position peaked at $5K in Q1 2018.
  • 513 funds tracked by Wall St. Rank held IQVIA as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.