Atherton Lane Advisers’s iShares US Healthcare ETF IYH Stock Holding History

Atherton Lane Advisers’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$466K	Sell	15,535 -675	-4%	-$20.1K	0.03%	146
2015 Q3	$454K	Sell	16,210 -225	-1%	-$7.01K	0.03%	144
2015 Q2	$522K	Sell	16,435 -475	-3%	-$14.9K	0.03%	144
2015 Q1	$522K	Buy	16,910 +175	+1%	+$5.28K	0.03%	165
2014 Q4	$482K	Buy	16,735 +1,585	+10%	+$44.6K	0.03%	184
2014 Q3	$407K	Buy	15,150 +2,875	+23%	+$75.7K	0.02%	192
2014 Q2	$315K	Buy	+12,275	New	+$303K	0.02%	218

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Atherton Lane Advisers's IYH Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares US Healthcare ETF (IYH) stake by 4.2% in Q4 2015, selling an estimated $20.1K and leaving 15,535 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #146.

Atherton Lane Advisers first reported a position in IYH in Q2 2014 and has held it in 7 quarters since. The position peaked at $522K in Q2 2015. 188 funds tracked by Wall St. Rank hold IYH as of Q4 2015.

Atherton Lane Advisers held 15,535 shares of iShares US Healthcare ETF worth $466K as of Q4 2015.
Atherton Lane Advisers sold 675 iShares US Healthcare ETF shares in Q4 2015, an estimated $20.1K.
iShares US Healthcare ETF made up 0.03% of Atherton Lane Advisers's portfolio in Q4 2015, its #146 holding.
Atherton Lane Advisers first reported a position in iShares US Healthcare ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares US Healthcare ETF position peaked at $522K in Q2 2015.
188 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.