AC
IHC

Amici Capital’s Independence Holding Company IHC Stock Holding History

Amici 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
Q1 		– Sell
-531,107
Closed -$10.4M – 56
2016
Q4 		$10.4M Sell
531,107
-65,518
-11% -$1.23M 4.04% 6
2016
Q3 		$10.3M Sell
596,625
-114,199
-16% -$2M 2.68% 9
2016
Q2 		$12.8M Buy
710,824
+6,340
+0.9% +$104K 2.4% 11
2016
Q1 		$11.2M Sell
704,484
-86,200
-11% -$1.34M 1.33% 23
2015
Q4 		$11M Sell
790,684
-38,177
-5% -$539K 0.77% 38
2015
Q3 		$10.7M Hold
828,861
– – 0.51% 52
2015
Q2 		$10.9M Buy
828,861
+18,000
+2% +$228K 0.4% 54
2015
Q1 		$11M Buy
810,861
+85,000
+12% +$1.09M 0.4% 55
2014
Q4 		$10.1M Buy
725,861
+15,881
+2% +$218K 0.46% 51
2014
Q3 		$9.44M Buy
709,980
+34,119
+5% +$460K 0.31% 68
2014
Q2 		$9.55M Buy
675,861
+20,000
+3% +$274K 0.3% 67
2014
Q1 		$8.8M Buy
655,861
+4,535
+0.7% +$58.4K 0.29% 66
2013
Q4 		$8.79M Sell
651,326
-6,461
-1% -$87.1K 0.28% 72
2013
Q3 		$9.39M Buy
657,787
+73,320
+13% +$1.03M 0.34% 63
2013
Q2 		$6.91M Buy
+584,467
New +$6.38M 0.25% 69

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Amici Capital's IHC Position: Q1 2017 in Review

Amici Capital sold out of Independence Holding Company (IHC) in Q1 2017, closing a stake of 531,107 shares — an estimated $10.4M sold.

Amici Capital first reported a position in IHC in Q2 2013 and held it in 15 quarters. The position peaked at $12.8M in Q2 2016. 48 funds tracked by Wall St. Rank hold IHC as of Q1 2017.

  • Amici Capital reported no remaining Independence Holding Company position as of Q1 2017 after selling out during the quarter.
  • Amici Capital sold 531,107 Independence Holding Company shares in Q1 2017, an estimated $10.4M.
  • Amici Capital first reported a position in Independence Holding Company in Q2 2013 and held it in 15 quarters.
  • Amici Capital's Independence Holding Company position peaked at $12.8M in Q2 2016.
  • 48 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2017.

Based on Amici Capital's 13F filing for Q1 2017.