Beck Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Beck Capital 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
2015 Q4	–	Sell	-9,540	Closed	-$269K	–	155
2015 Q3	$269K	Sell	9,540 -950	-9%	-$29.6K	0.19%	84
2015 Q2	$333K	Buy	10,490 +1,615	+18%	+$50.8K	0.18%	105
2015 Q1	$274K	Sell	8,875 -475	-5%	-$14.3K	0.16%	116
2014 Q4	$269K	Sell	9,350 -3,500	-27%	-$98.6K	0.16%	120
2014 Q3	$342K	Hold	12,850	–	–	0.24%	109
2014 Q2	$330K	Sell	12,850 -375	-3%	-$9.26K	0.22%	114
2014 Q1	$328K	Sell	13,225 -75	-0.6%	-$1.82K	0.25%	109
2013 Q4	$312K	Buy	+13,300	New	+$299K	0.25%	105

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Beck Capital Management's IYH Position: Q4 2015 in Review

Beck Capital Management sold out of iShares US Healthcare ETF (IYH) in Q4 2015, closing a stake of 9,540 shares — an estimated $269K sold.

Beck Capital Management first reported a position in IYH in Q4 2013 and held it in 8 quarters. The position peaked at $342K in Q3 2014. 187 funds tracked by Wall St. Rank hold IYH as of Q4 2015.

Beck Capital Management reported no remaining iShares US Healthcare ETF position as of Q4 2015 after selling out during the quarter.
Beck Capital Management sold 9,540 iShares US Healthcare ETF shares in Q4 2015, an estimated $269K.
Beck Capital Management first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 8 quarters.
Beck Capital Management's iShares US Healthcare ETF position peaked at $342K in Q3 2014.
187 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2015.

Based on Beck Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.