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Cavalier Investments’s iShares US Healthcare ETF IYH Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-44,285
Closed -$1.33M – 140
2016
Q3 		$1.33M Buy
+44,285
New +$1.35M 0.81% 31

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cavalier Investments's IYH Position: Q4 2016 in Review

Cavalier Investments sold out of iShares US Healthcare ETF (IYH) in Q4 2016, closing a stake of 44,285 shares — an estimated $1.33M sold.

Cavalier Investments first reported a position in IYH in Q3 2016 and held it in 1 quarter. The position peaked at $1.33M in Q3 2016. 190 funds tracked by Wall St. Rank hold IYH as of Q4 2016.

  • Cavalier Investments reported no remaining iShares US Healthcare ETF position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 44,285 iShares US Healthcare ETF shares in Q4 2016, an estimated $1.33M.
  • Cavalier Investments first reported a position in iShares US Healthcare ETF in Q3 2016 and held it in 1 quarter.
  • Cavalier Investments's iShares US Healthcare ETF position peaked at $1.33M in Q3 2016.
  • 190 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.