Capital Planning Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Capital Planning Advisors’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
2017 Q4	–	Sell	-6,585	Closed	-$226K	–	124
2017 Q3	$226K	Hold	6,585	–	–	0.09%	120
2017 Q2	$219K	Sell	6,585 -150	-2%	-$4.79K	0.1%	122
2017 Q1	$210K	Buy	+6,735	New	+$206K	0.1%	126
2016 Q4	–	Sell	-7,215	Closed	-$217K	–	99
2016 Q3	$217K	Sell	7,215 -975	-12%	-$29.8K	0.12%	90
2016 Q2	$243K	Sell	8,190 -325	-4%	-$9.49K	0.14%	88
2016 Q1	$239K	Sell	8,515 -150	-2%	-$4.15K	0.12%	89
2015 Q4	$260K	Sell	8,665 -19,755	-70%	-$587K	0.15%	89
2015 Q3	$795K	Sell	28,420 -1,910	-6%	-$59.5K	0.52%	41
2015 Q2	$963K	Buy	30,330 +700	+2%	+$22K	0.57%	36
2015 Q1	$915K	Buy	29,630 +3,985	+16%	+$120K	0.64%	34
2014 Q4	$739K	Buy	+25,645	New	+$722K	0.64%	37

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Capital Planning Advisors's IYH Position: Q4 2017 in Review

Capital Planning Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2017, closing a stake of 6,585 shares — an estimated $226K sold.

Capital Planning Advisors first reported a position in IYH in Q4 2014 and held it in 11 quarters. The position peaked at $963K in Q2 2015. 241 funds tracked by Wall St. Rank hold IYH as of Q4 2017.

Capital Planning Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2017 after selling out during the quarter.
Capital Planning Advisors sold 6,585 iShares US Healthcare ETF shares in Q4 2017, an estimated $226K.
Capital Planning Advisors first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 11 quarters.
Capital Planning Advisors's iShares US Healthcare ETF position peaked at $963K in Q2 2015.
241 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2017.

Based on Capital Planning Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.