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Constellation Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Constellation Wealth Advisors’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 		– Sell
-8,840
Closed -$238K – 184
2014
Q3 		$238K Sell
8,840
-25,035
-74% -$660K 0.02% 186
2014
Q2 		$869K Sell
33,875
-203,585
-86% -$5.03M 0.1% 107
2014
Q1 		$5.84M Buy
237,460
+85,060
+56% +$2.07M 0.57% 53
2013
Q4 		$3.55M Buy
152,400
+23,245
+18% +$523K 0.34% 72
2013
Q3 		$2.76M Buy
+129,155
New +$2.74M 0.31% 79

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

Constellation Wealth Advisors's IYH Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2014, closing a stake of 8,840 shares — an estimated $238K sold.

Constellation Wealth Advisors first reported a position in IYH in Q3 2013 and held it in 5 quarters. The position peaked at $5.84M in Q1 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 8,840 iShares US Healthcare ETF shares in Q4 2014, an estimated $238K.
  • Constellation Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 5 quarters.
  • Constellation Wealth Advisors's iShares US Healthcare ETF position peaked at $5.84M in Q1 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.