11A
IYH icon

10-15 Associates’s iShares US Healthcare ETF IYH Stock Holding History

10-15 Associates’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,940
Closed -$539K – 104
2016
Q3 		$539K Sell
17,940
-370
-2% -$11.3K 0.15% 78
2016
Q2 		$543K Buy
18,310
+2,335
+15% +$68.2K 0.16% 75
2016
Q1 		$449K Sell
15,975
-2,780
-15% -$77K 0.14% 76
2015
Q4 		$563K Buy
18,755
+345
+2% +$10.3K 0.16% 79
2015
Q3 		$515K Sell
18,410
-1,465
-7% -$45.6K 0.18% 74
2015
Q2 		$630K Sell
19,875
-3,250
-14% -$102K 0.2% 75
2015
Q1 		$713K Buy
23,125
+15
+0.1% +$453 0.24% 73
2014
Q4 		$666K Sell
23,110
-1,825
-7% -$51.4K 0.21% 71
2014
Q3 		$670K Buy
24,935
+600
+2% +$15.8K 0.23% 73
2014
Q2 		$624K Sell
24,335
-7,175
-23% -$177K 0.2% 74
2014
Q1 		$775K Sell
31,510
-995
-3% -$24.2K 0.25% 67
2013
Q4 		$757K Sell
32,505
-470
-1% -$10.6K 0.26% 63
2013
Q3 		$705K Sell
32,975
-605
-2% -$12.8K 0.29% 56
2013
Q2 		$673K Buy
+33,580
New +$676K 0.31% 53

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

10-15 Associates's IYH Position: Q4 2016 in Review

10-15 Associates sold out of iShares US Healthcare ETF (IYH) in Q4 2016, closing a stake of 17,940 shares — an estimated $539K sold.

10-15 Associates first reported a position in IYH in Q2 2013 and held it in 14 quarters. The position peaked at $775K in Q1 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2016.

  • 10-15 Associates reported no remaining iShares US Healthcare ETF position as of Q4 2016 after selling out during the quarter.
  • 10-15 Associates sold 17,940 iShares US Healthcare ETF shares in Q4 2016, an estimated $539K.
  • 10-15 Associates first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 14 quarters.
  • 10-15 Associates's iShares US Healthcare ETF position peaked at $775K in Q1 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2016.

Based on 10-15 Associates's 13F filing for Q4 2016, filed 14 Feb 2017.