BFA
IHC

BlackRock Fund Advisors’s Independence Holding Company IHC Stock Holding History

BlackRock Fund 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 		$4.56M Buy
233,115
+35,627
+18% +$669K ﹤0.01% 2974
2016
Q3 		$3.39M Buy
197,488
+11,886
+6% +$208K ﹤0.01% 3029
2016
Q2 		$3.33M Buy
185,602
+5,819
+3% +$95.2K ﹤0.01% 3032
2016
Q1 		$2.86M Sell
179,783
-7,469
-4% -$116K ﹤0.01% 2976
2015
Q4 		$2.59M Buy
187,252
+6,107
+3% +$86.3K ﹤0.01% 3086
2015
Q3 		$2.35M Sell
181,145
-2,247
-1% -$28.9K ﹤0.01% 3086
2015
Q2 		$2.42M Sell
183,392
-28,047
-13% -$355K ﹤0.01% 3144
2015
Q1 		$2.87M Sell
211,439
-3,481
-2% -$44.6K ﹤0.01% 3055
2014
Q4 		$3M Buy
214,920
+29,338
+16% +$402K ﹤0.01% 3077
2014
Q3 		$2.47M Sell
185,582
-4,119
-2% -$55.5K ﹤0.01% 3087
2014
Q2 		$2.68M Sell
189,701
-32,138
-14% -$440K ﹤0.01% 3088
2014
Q1 		$2.98M Buy
221,839
+2,377
+1% +$30.6K ﹤0.01% 3064
2013
Q4 		$2.96M Sell
219,462
-8,577
-4% -$116K ﹤0.01% 3077
2013
Q3 		$3.26M Buy
228,039
+22,880
+11% +$320K ﹤0.01% 3020
2013
Q2 		$2.42M Buy
+205,159
New +$2.24M ﹤0.01% 3055

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

BlackRock Fund Advisors's IHC Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Independence Holding Company (IHC) stake by 18% in Q4 2016, buying an estimated $669K and bringing the position to 233,115 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

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

  • BlackRock Fund Advisors held 233,115 shares of Independence Holding Company worth $4.56M as of Q4 2016.
  • BlackRock Fund Advisors bought 35,627 Independence Holding Company shares in Q4 2016, an estimated $669K.
  • Independence Holding Company made up ﹤0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #2974 holding.
  • BlackRock Fund Advisors first reported a position in Independence Holding Company in Q2 2013 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2016.

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