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

Cypress 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
2016
Q2 		– Sell
-9,375
Closed -$260K – 199
2016
Q1 		$260K Hold
9,375
– – 0.12% 151
2015
Q4 		$281K Buy
9,375
+1,735
+23% +$51.6K 0.14% 133
2015
Q3 		$214K Buy
+7,640
New +$238K 0.12% 163

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Wealth Advisors's IYH Position: Q2 2016 in Review

Cypress Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2016, closing a stake of 9,375 shares — an estimated $260K sold.

Cypress Wealth Advisors first reported a position in IYH in Q3 2015 and held it in 3 quarters. The position peaked at $281K in Q4 2015. 182 funds tracked by Wall St. Rank hold IYH as of Q2 2016.

  • Cypress Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 9,375 iShares US Healthcare ETF shares in Q2 2016, an estimated $260K.
  • Cypress Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 3 quarters.
  • Cypress Wealth Advisors's iShares US Healthcare ETF position peaked at $281K in Q4 2015.
  • 182 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2016.

Based on Cypress Wealth Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.