Brown Advisory
IRY

Brown Advisory’s SPDR S&P International Health Care Sector IRY Stock Holding History

Brown Advisory’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-333
Closed -$14K – 995
2013
Q3 		$14K Hold
333
– – ﹤0.01% 875
2013
Q2 		$13K Buy
+333
New +$13.5K ﹤0.01% 849

Other funds holding IRY

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brown Advisory's IRY Position: Q4 2013 in Review

Brown Advisory sold out of SPDR S&P International Health Care Sector (IRY) in Q4 2013, closing a stake of 333 shares — an estimated $14K sold.

Brown Advisory first reported a position in IRY in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 29 funds tracked by Wall St. Rank hold IRY as of Q4 2013.

  • Brown Advisory reported no remaining SPDR S&P International Health Care Sector position as of Q4 2013 after selling out during the quarter.
  • Brown Advisory sold 333 SPDR S&P International Health Care Sector shares in Q4 2013, an estimated $14K.
  • Brown Advisory first reported a position in SPDR S&P International Health Care Sector in Q2 2013 and held it in 2 quarters.
  • Brown Advisory's SPDR S&P International Health Care Sector position peaked at $14K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q4 2013.

Based on Brown Advisory's 13F filing for Q4 2013, filed 11 Feb 2014.