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Churchill Management’s iShares US Healthcare ETF IYH Stock Holding History

Churchill 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
2015
Q3 		– Sell
-3,335,135
Closed -$106M – 156
2015
Q2 		$106M Buy
3,335,135
+418,655
+14% +$13.2M 3.77% 9
2015
Q1 		$90M Buy
+2,916,480
New +$88.1M 3.09% 11

Other funds holding IYH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Churchill Management's IYH Position: Q3 2015 in Review

Churchill Management sold out of iShares US Healthcare ETF (IYH) in Q3 2015, closing a stake of 3,335,135 shares — an estimated $106M sold.

Churchill Management first reported a position in IYH in Q1 2015 and held it in 2 quarters. The position peaked at $106M in Q2 2015. 188 funds tracked by Wall St. Rank hold IYH as of Q3 2015.

  • Churchill Management reported no remaining iShares US Healthcare ETF position as of Q3 2015 after selling out during the quarter.
  • Churchill Management sold 3,335,135 iShares US Healthcare ETF shares in Q3 2015, an estimated $106M.
  • Churchill Management first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 2 quarters.
  • Churchill Management's iShares US Healthcare ETF position peaked at $106M in Q2 2015.
  • 188 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2015.

Based on Churchill Management's 13F filing for Q3 2015, filed 15 Oct 2015.