CC
IYH icon

Columbia Capital’s iShares US Healthcare ETF IYH Stock Holding History

Columbia Capital’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
2014
Q4 		$1.01M Buy
+34,905
New +$983K 1.1% 27

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Columbia Capital's IYH Position: Q4 2014 in Review

Columbia Capital opened a new position in iShares US Healthcare ETF (IYH) in Q4 2014: 34,905 shares worth $1.01M. The stake represents 1.1% of the portfolio and ranks #27 among its holdings.

192 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Columbia Capital held 34,905 shares of iShares US Healthcare ETF worth $1.01M as of Q4 2014.
  • iShares US Healthcare ETF was a new Columbia Capital position in Q4 2014.
  • iShares US Healthcare ETF made up 1.1% of Columbia Capital's portfolio in Q4 2014, its #27 holding.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.