Axa
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Axa’s iShares US Healthcare ETF IYH Stock Holding History

Axa’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
2016
Q3 		– Sell
-3,640
Closed -$108K – 1273
2016
Q2 		$108K Buy
3,640
+3,545
+3,732% +$104K ﹤0.01% 1237
2016
Q1 		$3K Sell
95
-420
-82% -$11.6K ﹤0.01% 1313
2015
Q4 		$15K Sell
515
-85
-14% -$2.53K ﹤0.01% 1368
2015
Q3 		$17K Buy
+600
New +$18.7K ﹤0.01% 1412
2015
Q2 		– Sell
-160
Closed -$5K – 1440
2015
Q1 		$5K Sell
160
-50
-24% -$1.51K ﹤0.01% 1418
2014
Q4 		$6K Sell
210
-425
-67% -$12K ﹤0.01% 1401
2014
Q3 		$17K Sell
635
-1,415
-69% -$37.3K ﹤0.01% 1403
2014
Q2 		$53K Buy
+2,050
New +$50.6K ﹤0.01% 1321

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axa's IYH Position: Q3 2016 in Review

Axa sold out of iShares US Healthcare ETF (IYH) in Q3 2016, closing a stake of 3,640 shares — an estimated $108K sold.

Axa first reported a position in IYH in Q2 2014 and held it in 8 quarters. The position peaked at $108K in Q2 2016. 192 funds tracked by Wall St. Rank hold IYH as of Q3 2016.

  • Axa reported no remaining iShares US Healthcare ETF position as of Q3 2016 after selling out during the quarter.
  • Axa sold 3,640 iShares US Healthcare ETF shares in Q3 2016, an estimated $108K.
  • Axa first reported a position in iShares US Healthcare ETF in Q2 2014 and held it in 8 quarters.
  • Axa's iShares US Healthcare ETF position peaked at $108K in Q2 2016.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.