Beaumont Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Beaumont Financial Advisors’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
2017 Q1	–	Sell	-64,870	Closed	-$1.87M	–	194
2016 Q4	$1.87M	Sell	64,870 -68,060	-51%	-$1.97M	0.28%	73
2016 Q3	$3.99M	Sell	132,930 -18,020	-12%	-$551K	0.63%	62
2016 Q2	$4.48M	Sell	150,950 -20,785	-12%	-$607K	0.73%	52
2016 Q1	$4.83M	Buy	171,735 +85,640	+99%	+$2.37M	0.79%	51
2015 Q4	$2.58M	Sell	86,095 -16,750	-16%	-$498K	0.43%	65
2015 Q3	$3.17M	Hold	102,845	–	–	0.46%	70
2015 Q2	$3.17M	Sell	102,845 -4,892,125	-98%	-$154M	0.46%	70
2015 Q1	$154M	Buy	4,994,970 +2,049,665	+70%	+$61.9M	5.37%	2
2014 Q4	$84.9M	Buy	+2,945,305	New	+$83M	4.09%	5
2014 Q3	–	Sell	-539,005	Closed	-$13.8M	–	173
2014 Q2	$13.8M	Sell	539,005 -637,970	-54%	-$15.8M	0.98%	43
2014 Q1	$29M	Buy	1,176,975 +518,780	+79%	+$12.6M	2.38%	10
2013 Q4	$15.3M	Buy	658,195 +52,610	+9%	+$1.18M	1.26%	32
2013 Q3	$12.9M	Buy	605,585 +38,410	+7%	+$815K	1.15%	30
2013 Q2	$11.4M	Buy	+567,175	New	+$11.4M	1.05%	35

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaumont Financial Advisors's IYH Position: Q1 2017 in Review

Beaumont Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2017, closing a stake of 64,870 shares — an estimated $1.87M sold.

Beaumont Financial Advisors first reported a position in IYH in Q2 2013 and held it in 14 quarters. The position peaked at $154M in Q1 2015. 202 funds tracked by Wall St. Rank hold IYH as of Q1 2017.

Beaumont Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 64,870 iShares US Healthcare ETF shares in Q1 2017, an estimated $1.87M.
Beaumont Financial Advisors first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 14 quarters.
Beaumont Financial Advisors's iShares US Healthcare ETF position peaked at $154M in Q1 2015.
202 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2017.

Based on Beaumont Financial Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.