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Bay Harbor Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Bay Harbor Wealth Management’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
2019
Q1 		– Sell
-35
Closed -$1K – 409
2018
Q4 		$1K Buy
+35
New +$1.34K ﹤0.01% 357

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Bay Harbor Wealth Management's IYH Position: Q1 2019 in Review

Bay Harbor Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 35 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in IYH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • Bay Harbor Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 35 iShares US Healthcare ETF shares in Q1 2019, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 1 quarter.
  • Bay Harbor Wealth Management's iShares US Healthcare ETF position peaked at $1K in Q4 2018.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.