BlackRock Advisors’s Independence Holding Company IHC Stock Holding History

BlackRock Advisors’s Portfolio IHC Stock Details IHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$91K	Sell	4,678 -216	-4%	-$4.06K	﹤0.01%	3074
2016 Q3	$84K	Sell	4,894 -488	-9%	-$8.53K	﹤0.01%	3092
2016 Q2	$97K	Buy	5,382 +1,490	+38%	+$24.4K	﹤0.01%	2980
2016 Q1	$62K	Hold	3,892	–	–	﹤0.01%	3103
2015 Q4	$54K	Sell	3,892 -1,557	-29%	-$22K	﹤0.01%	3164
2015 Q3	$71K	Sell	5,449 -512	-9%	-$6.58K	﹤0.01%	3224
2015 Q2	$79K	Hold	5,961	–	–	﹤0.01%	3238
2015 Q1	$81K	Buy	5,961 +854	+17%	+$10.9K	﹤0.01%	3129
2014 Q4	$71K	Sell	5,107 -501	-9%	-$6.87K	﹤0.01%	3192
2014 Q3	$75K	Hold	5,608	–	–	﹤0.01%	3155
2014 Q2	$79K	Sell	5,608 -1,232	-18%	-$16.9K	﹤0.01%	3159
2014 Q1	$92K	Buy	6,840 +1,277	+23%	+$16.5K	﹤0.01%	3067
2013 Q4	$75K	Buy	5,563 +332	+6%	+$4.48K	﹤0.01%	3150
2013 Q3	$75K	Hold	5,231	–	–	﹤0.01%	3086
2013 Q2	$62K	Buy	+5,231	New	+$57.1K	﹤0.01%	3114

Other funds holding IHC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock Advisors's IHC Position: Q4 2016 in Review

BlackRock Advisors reduced its Independence Holding Company (IHC) stake by 4.4% in Q4 2016, selling an estimated $4.06K and leaving 4,678 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #3074.

BlackRock Advisors first reported a position in IHC in Q2 2013 and has held it in 15 quarters since. The position peaked at $97K in Q2 2016. 57 funds tracked by Wall St. Rank hold IHC as of Q4 2016.

BlackRock Advisors held 4,678 shares of Independence Holding Company worth $91K as of Q4 2016.
BlackRock Advisors sold 216 Independence Holding Company shares in Q4 2016, an estimated $4.06K.
Independence Holding Company made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #3074 holding.
BlackRock Advisors first reported a position in Independence Holding Company in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's Independence Holding Company position peaked at $97K in Q2 2016.
57 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.