Cutter & Co Brokerage’s iShares US Healthcare ETF IYH Stock Holding History

Cutter & Co Brokerage’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	-11,295	Closed	-$339K	–	263
2016 Q3	$339K	Buy	11,295 +850	+8%	+$26K	0.15%	139
2016 Q2	$310K	Sell	10,445 -510	-5%	-$14.9K	0.13%	146
2016 Q1	$308K	Sell	10,955 -5,265	-32%	-$146K	0.14%	146
2015 Q4	$487K	Buy	16,220 +5,225	+48%	+$155K	0.23%	100
2015 Q3	$308K	Sell	10,995 -13,990	-56%	-$436K	0.15%	133
2015 Q2	$793K	Buy	24,985 +2,225	+10%	+$70K	0.32%	94
2015 Q1	$702K	Buy	22,760 +10,385	+84%	+$314K	0.29%	100
2014 Q4	$357K	Buy	12,375 +3,710	+43%	+$104K	0.14%	154
2014 Q3	$233K	Buy	+8,665	New	+$228K	0.09%	190

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

Cutter & Co Brokerage's IYH Position: Q4 2016 in Review

Cutter & Co Brokerage sold out of iShares US Healthcare ETF (IYH) in Q4 2016, closing a stake of 11,295 shares — an estimated $339K sold.

Cutter & Co Brokerage first reported a position in IYH in Q3 2014 and held it in 9 quarters. The position peaked at $793K in Q2 2015. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2016.

Cutter & Co Brokerage reported no remaining iShares US Healthcare ETF position as of Q4 2016 after selling out during the quarter.
Cutter & Co Brokerage sold 11,295 iShares US Healthcare ETF shares in Q4 2016, an estimated $339K.
Cutter & Co Brokerage first reported a position in iShares US Healthcare ETF in Q3 2014 and held it in 9 quarters.
Cutter & Co Brokerage's iShares US Healthcare ETF position peaked at $793K in Q2 2015.
191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2016.

Based on Cutter & Co Brokerage's 13F filing for Q4 2016, filed 3 Feb 2017.