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Catamount Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Catamount Wealth Management’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
2016
Q3 		– Sell
-40
Closed -$1K – 166
2016
Q2 		$1K Hold
40
– – ﹤0.01% 133
2016
Q1 		$1K Hold
40
– – ﹤0.01% 129
2015
Q4 		$1K Hold
40
– – ﹤0.01% 124
2015
Q3 		$1K Hold
40
– – ﹤0.01% 132
2015
Q2 		$1K Hold
40
– – ﹤0.01% 184
2015
Q1 		$1K Buy
+40
New +$1.21K ﹤0.01% 154

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Catamount Wealth Management's IYH Position: Q3 2016 in Review

Catamount Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2016, closing a stake of 40 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in IYH in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2016. 192 funds tracked by Wall St. Rank hold IYH as of Q3 2016.

  • Catamount Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 40 iShares US Healthcare ETF shares in Q3 2016, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 6 quarters.
  • Catamount Wealth Management's iShares US Healthcare ETF position peaked at $1K in Q2 2016.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2016.

Based on Catamount Wealth Management's 13F filing for Q3 2016, filed 2 Nov 2016.