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Cinque Partners’s iShares US Healthcare ETF IYH Stock Holding History

Cinque Partners’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
Q1 		– Sell
-116,725
Closed -$3.37M – 43
2014
Q4 		$3.37M Sell
116,725
-78,470
-40% -$2.21M 1.99% 14
2014
Q3 		$5.25M Buy
195,195
+5,615
+3% +$148K 2.77% 10
2014
Q2 		$4.86M Sell
189,580
-5,615
-3% -$139K 2.5% 12
2014
Q1 		$4.8M Sell
195,195
-42,095
-18% -$1.02M 2.61% 10
2013
Q4 		$5.53M Sell
237,290
-13,990
-6% -$315K 2.82% 10
2013
Q3 		$5.37M Sell
251,280
-53,625
-18% -$1.14M 3.59% 6
2013
Q2 		$6.11M Buy
+304,905
New +$6.13M 3.69% 5

Other funds holding IYH

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Cinque Partners's IYH Position: Q1 2015 in Review

Cinque Partners sold out of iShares US Healthcare ETF (IYH) in Q1 2015, closing a stake of 116,725 shares — an estimated $3.37M sold.

Cinque Partners first reported a position in IYH in Q2 2013 and held it in 7 quarters. The position peaked at $6.11M in Q2 2013. 207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

  • Cinque Partners reported no remaining iShares US Healthcare ETF position as of Q1 2015 after selling out during the quarter.
  • Cinque Partners sold 116,725 iShares US Healthcare ETF shares in Q1 2015, an estimated $3.37M.
  • Cinque Partners first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 7 quarters.
  • Cinque Partners's iShares US Healthcare ETF position peaked at $6.11M in Q2 2013.
  • 207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

Based on Cinque Partners's 13F filing for Q1 2015, filed 12 May 2015.