Axa’s Independence Holding Company IHC Stock Holding History

Axa’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
2018 Q3	–	Sell	-12,256	Closed	-$408K	–	1438
2018 Q2	$408K	Hold	12,256	–	–	﹤0.01%	1174
2018 Q1	$437K	Hold	12,256	–	–	﹤0.01%	1194
2017 Q4	$336K	Buy	12,256 +500	+4%	+$13.9K	﹤0.01%	1217
2017 Q3	$297K	Buy	+11,756	New	+$260K	﹤0.01%	1200

Other funds holding IHC

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axa's IHC Position: Q3 2018 in Review

Axa sold out of Independence Holding Company (IHC) in Q3 2018, closing a stake of 12,256 shares — an estimated $408K sold.

Axa first reported a position in IHC in Q3 2017 and held it in 4 quarters. The position peaked at $437K in Q1 2018. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2018.

Axa reported no remaining Independence Holding Company position as of Q3 2018 after selling out during the quarter.
Axa sold 12,256 Independence Holding Company shares in Q3 2018, an estimated $408K.
Axa first reported a position in Independence Holding Company in Q3 2017 and held it in 4 quarters.
Axa's Independence Holding Company position peaked at $437K in Q1 2018.
55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2018.

Based on Axa's 13F filing for Q3 2018, filed 8 Nov 2018.