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Bank of Kentucky’s iShares US Healthcare ETF IYH Stock Holding History

Bank of Kentucky’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
Q1 		$27K Hold
875
– – 0.01% 202
2014
Q4 		$25K Hold
875
– – 0.01% 223
2014
Q3 		$24K Sell
875
-375
-30% -$9.88K 0.01% 213
2014
Q2 		$32K Sell
1,250
-250
-17% -$6.17K 0.01% 192
2014
Q1 		$37K Sell
1,500
-750
-33% -$18.2K 0.01% 180
2013
Q4 		$52K Hold
2,250
– – 0.01% 143
2013
Q3 		$48K Hold
2,250
– – 0.01% 150
2013
Q2 		$45K Buy
+2,250
New +$45.3K 0.01% 147

Other funds holding IYH

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bank of Kentucky's IYH Position: Q1 2015 in Review

Bank of Kentucky held its iShares US Healthcare ETF (IYH) position steady in Q1 2015 at 875 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #202.

Bank of Kentucky first reported a position in IYH in Q2 2013 and has held it in 8 quarters since. The position peaked at $52K in Q4 2013. 207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

  • Bank of Kentucky held 875 shares of iShares US Healthcare ETF worth $27K as of Q1 2015.
  • Bank of Kentucky left its iShares US Healthcare ETF share count unchanged in Q1 2015.
  • iShares US Healthcare ETF made up 0.01% of Bank of Kentucky's portfolio in Q1 2015, its #202 holding.
  • Bank of Kentucky first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 8 quarters since.
  • Bank of Kentucky's iShares US Healthcare ETF position peaked at $52K in Q4 2013.
  • 207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

Based on Bank of Kentucky's 13F filing for Q1 2015, filed 28 Apr 2015.