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Beese Fulmer Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-250
Closed -$11K – 375
2020
Q2 		$11K Buy
+250
New +$10.6K ﹤0.01% 468

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Beese Fulmer Investment Management's IYH Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 250 shares — an estimated $11K sold.

Beese Fulmer Investment Management first reported a position in IYH in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 250 iShares US Healthcare ETF shares in Q3 2020, an estimated $11K.
  • Beese Fulmer Investment Management first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's iShares US Healthcare ETF position peaked at $11K in Q2 2020.
  • 331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.