Aperio Group’s Independence Holding Company IHC Stock Holding History

Aperio 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 Q3	–	Sell	-2,056	Closed	-$80K	–	3061
2019 Q2	$80K	Buy	+2,056	New	+$76.3K	﹤0.01%	2447

Other funds holding IHC

Arnhold LLC New York $1.43B AUM 59.3% 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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's IHC Position: Q3 2019 in Review

Aperio Group sold out of Independence Holding Company (IHC) in Q3 2019, closing a stake of 2,056 shares — an estimated $80K sold.

Aperio Group first reported a position in IHC in Q2 2019 and held it in 1 quarter. The position peaked at $80K in Q2 2019. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2019.

Aperio Group reported no remaining Independence Holding Company position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 2,056 Independence Holding Company shares in Q3 2019, an estimated $80K.
Aperio Group first reported a position in Independence Holding Company in Q2 2019 and held it in 1 quarter.
Aperio Group's Independence Holding Company position peaked at $80K in Q2 2019.
55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.