AR
IHC

Advisory Research’s Independence Holding Company IHC Stock Holding History

Advisory Research’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
2015
Q2 		– Sell
-15,704
Closed -$213K – 357
2015
Q1 		$213K Sell
15,704
-175,939
-92% -$2.26M ﹤0.01% 320
2014
Q4 		$2.67M Hold
191,643
– – 0.03% 186
2014
Q3 		$2.55M Buy
191,643
+5,920
+3% +$79.8K 0.02% 189
2014
Q2 		$2.62M Buy
185,723
+130,893
+239% +$1.79M 0.02% 190
2014
Q1 		$736K Buy
+54,830
New +$706K 0.01% 274

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's IHC Position: Q2 2015 in Review

Advisory Research sold out of Independence Holding Company (IHC) in Q2 2015, closing a stake of 15,704 shares — an estimated $213K sold.

Advisory Research first reported a position in IHC in Q1 2014 and held it in 5 quarters. The position peaked at $2.67M in Q4 2014. 44 funds tracked by Wall St. Rank hold IHC as of Q2 2015.

  • Advisory Research reported no remaining Independence Holding Company position as of Q2 2015 after selling out during the quarter.
  • Advisory Research sold 15,704 Independence Holding Company shares in Q2 2015, an estimated $213K.
  • Advisory Research first reported a position in Independence Holding Company in Q1 2014 and held it in 5 quarters.
  • Advisory Research's Independence Holding Company position peaked at $2.67M in Q4 2014.
  • 44 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2015.

Based on Advisory Research's 13F filing for Q2 2015, filed 14 Aug 2015.