BPM
IHC

Bowling Portfolio Management’s Independence Holding Company IHC Stock Holding History

Bowling Portfolio Management’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
Q2 		– Sell
-10,353
Closed -$165K – 191
2016
Q1 		$165K Buy
+10,353
New +$160K 0.03% 159

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Bowling Portfolio Management's IHC Position: Q2 2016 in Review

Bowling Portfolio Management sold out of Independence Holding Company (IHC) in Q2 2016, closing a stake of 10,353 shares — an estimated $165K sold.

Bowling Portfolio Management first reported a position in IHC in Q1 2016 and held it in 1 quarter. The position peaked at $165K in Q1 2016. 52 funds tracked by Wall St. Rank hold IHC as of Q2 2016.

  • Bowling Portfolio Management reported no remaining Independence Holding Company position as of Q2 2016 after selling out during the quarter.
  • Bowling Portfolio Management sold 10,353 Independence Holding Company shares in Q2 2016, an estimated $165K.
  • Bowling Portfolio Management first reported a position in Independence Holding Company in Q1 2016 and held it in 1 quarter.
  • Bowling Portfolio Management's Independence Holding Company position peaked at $165K in Q1 2016.
  • 52 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2016.

Based on Bowling Portfolio Management's 13F filing for Q2 2016, filed 9 Aug 2016.