AI
IHC

Accredited Investors’s Independence Holding Company IHC Stock Holding History

Accredited Investors’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-13,236
Closed -$334K – 127
2017
Q3 		$334K Sell
13,236
-3,000
-18% -$66.4K 0.09% 81
2017
Q2 		$332K Sell
16,236
-5,000
-24% -$95.3K 0.09% 67
2017
Q1 		$395K Hold
21,236
– – 0.1% 67
2016
Q4 		$415K Sell
21,236
-2,000
-9% -$37.6K 0.11% 66
2016
Q3 		$399K Buy
23,236
+1,885
+9% +$32.9K 0.11% 64
2016
Q2 		$384K Sell
21,351
-9,112
-30% -$149K 0.11% 64
2016
Q1 		$485K Buy
+30,463
New +$472K 0.12% 57

Other funds holding IHC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Accredited Investors's IHC Position: Q4 2017 in Review

Accredited Investors sold out of Independence Holding Company (IHC) in Q4 2017, closing a stake of 13,236 shares — an estimated $334K sold.

Accredited Investors first reported a position in IHC in Q1 2016 and held it in 7 quarters. The position peaked at $485K in Q1 2016. 54 funds tracked by Wall St. Rank hold IHC as of Q4 2017.

  • Accredited Investors reported no remaining Independence Holding Company position as of Q4 2017 after selling out during the quarter.
  • Accredited Investors sold 13,236 Independence Holding Company shares in Q4 2017, an estimated $334K.
  • Accredited Investors first reported a position in Independence Holding Company in Q1 2016 and held it in 7 quarters.
  • Accredited Investors's Independence Holding Company position peaked at $485K in Q1 2016.
  • 54 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2017.

Based on Accredited Investors's 13F filing for Q4 2017, filed 17 Jan 2018.