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

Concert 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 Q4	–	Sell	-20,185	Closed	-$609K	–	730
2016 Q3	$609K	Sell	20,185 -5,930	-23%	-$181K	0.07%	337
2016 Q2	$773K	Buy	26,115 +17,445	+201%	+$510K	0.1%	252
2016 Q1	$243K	Sell	8,670 -450	-5%	-$12.5K	0.03%	532
2015 Q4	$274K	Buy	+9,120	New	+$271K	0.04%	497
2015 Q3	–	Sell	-36,890	Closed	-$1.18M	–	716
2015 Q2	$1.18M	Buy	+36,890	New	+$1.16M	0.15%	169
2014 Q4	–	Sell	-24,350	Closed	-$655K	–	651
2014 Q3	$655K	Buy	24,350 +3,305	+16%	+$87.1K	0.09%	213
2014 Q2	$520K	Sell	21,045 -31,660	-60%	-$782K	0.06%	267
2014 Q1	$1.29M	Buy	52,705 +5,405	+11%	+$131K	0.16%	94
2013 Q4	$1.1M	Buy	47,300 +13,125	+38%	+$295K	0.14%	116
2013 Q3	$735K	Buy	+34,175	New	+$725K	0.1%	181

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concert Wealth Management's IYH Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2016, closing a stake of 20,185 shares — an estimated $609K sold.

Concert Wealth Management first reported a position in IYH in Q3 2013 and held it in 10 quarters. The position peaked at $1.29M in Q1 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2016.

Concert Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 20,185 iShares US Healthcare ETF shares in Q4 2016, an estimated $609K.
Concert Wealth Management first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 10 quarters.
Concert Wealth Management's iShares US Healthcare ETF position peaked at $1.29M in Q1 2014.
191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.