AC
IHC

Alexandria Capital’s Independence Holding Company IHC Stock Holding History

Alexandria Capital’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
-2,772
Closed -$70K – 617
2017
Q3 		$70K Hold
2,772
– – 0.02% 201
2017
Q2 		$57K Hold
2,772
– – 0.01% 219
2017
Q1 		$52K Hold
2,772
– – 0.01% 220
2016
Q4 		$54K Hold
2,772
– – 0.01% 211
2016
Q3 		$48K Hold
2,772
– – 0.01% 245
2016
Q2 		$50K Hold
2,772
– – 0.01% 253
2016
Q1 		$44K Hold
2,772
– – 0.01% 261
2015
Q4 		$38K Hold
2,772
– – 0.01% 285
2015
Q3 		$36K Hold
2,772
– – 0.01% 262
2015
Q2 		$37K Buy
+2,772
New +$35.1K 0.01% 268

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

Alexandria Capital's IHC Position: Q4 2017 in Review

Alexandria Capital sold out of Independence Holding Company (IHC) in Q4 2017, closing a stake of 2,772 shares — an estimated $70K sold.

Alexandria Capital first reported a position in IHC in Q2 2015 and held it in 10 quarters. The position peaked at $70K in Q3 2017. 54 funds tracked by Wall St. Rank hold IHC as of Q4 2017.

  • Alexandria Capital reported no remaining Independence Holding Company position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 2,772 Independence Holding Company shares in Q4 2017, an estimated $70K.
  • Alexandria Capital first reported a position in Independence Holding Company in Q2 2015 and held it in 10 quarters.
  • Alexandria Capital's Independence Holding Company position peaked at $70K in Q3 2017.
  • 54 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.