Advisor Group’s Independence Holding Company IHC Stock Holding History

Advisor Group’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
2019 Q1	–	Sell	-1,711	Closed	-$60K	–	5512
2018 Q4	$60K	Sell	1,711 -395	-19%	-$14.6K	﹤0.01%	3058
2018 Q3	$76K	Buy	+2,106	New	+$74.3K	﹤0.01%	2966

Other funds holding IHC

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's IHC Position: Q1 2019 in Review

Advisor Group sold out of Independence Holding Company (IHC) in Q1 2019, closing a stake of 1,711 shares — an estimated $60K sold.

Advisor Group first reported a position in IHC in Q3 2018 and held it in 2 quarters. The position peaked at $76K in Q3 2018. 54 funds tracked by Wall St. Rank hold IHC as of Q1 2019.

Advisor Group reported no remaining Independence Holding Company position as of Q1 2019 after selling out during the quarter.
Advisor Group sold 1,711 Independence Holding Company shares in Q1 2019, an estimated $60K.
Advisor Group first reported a position in Independence Holding Company in Q3 2018 and held it in 2 quarters.
Advisor Group's Independence Holding Company position peaked at $76K in Q3 2018.
54 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.