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Beck Mack & Oliver’s iShares US Healthcare ETF IYH Stock Holding History

Beck Mack & Oliver’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
Q2 		– Sell
-6,895
Closed -$213K – 361
2015
Q1 		$213K Buy
+6,895
New +$208K 0.01% 333

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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 $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Beck Mack & Oliver's IYH Position: Q2 2015 in Review

Beck Mack & Oliver sold out of iShares US Healthcare ETF (IYH) in Q2 2015, closing a stake of 6,895 shares — an estimated $213K sold.

Beck Mack & Oliver first reported a position in IYH in Q1 2015 and held it in 1 quarter. The position peaked at $213K in Q1 2015. 196 funds tracked by Wall St. Rank hold IYH as of Q2 2015.

  • Beck Mack & Oliver reported no remaining iShares US Healthcare ETF position as of Q2 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 6,895 iShares US Healthcare ETF shares in Q2 2015, an estimated $213K.
  • Beck Mack & Oliver first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 1 quarter.
  • Beck Mack & Oliver's iShares US Healthcare ETF position peaked at $213K in Q1 2015.
  • 196 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2015.

Based on Beck Mack & Oliver's 13F filing for Q2 2015, filed 31 Jul 2015.