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Dorsey Wright & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Dorsey Wright & Associates’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
-640,500
Closed -$17.2M – 129
2014
Q3 		$17.2M Sell
640,500
-22,750
-3% -$599K 2.41% 14
2014
Q2 		$17M Buy
663,250
+92,500
+16% +$2.28M 2% 15
2014
Q1 		$14M Sell
570,750
-12,500
-2% -$304K 1.95% 13
2013
Q4 		$13.5M Sell
583,250
-31,000
-5% -$697K 1.96% 13
2013
Q3 		$13.3K Sell
614,250
-22,250
-3% -$472K 1.87% 15
2013
Q2 		$12.8M Buy
+636,500
New +$12.8M 2.09% 15

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 $49B AUM 17.78% 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

Dorsey Wright & Associates's IYH Position: Q4 2014 in Review

Dorsey Wright & Associates sold out of iShares US Healthcare ETF (IYH) in Q4 2014, closing a stake of 640,500 shares — an estimated $17.2M sold.

Dorsey Wright & Associates first reported a position in IYH in Q2 2013 and held it in 6 quarters. The position peaked at $17.2M in Q3 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Dorsey Wright & Associates reported no remaining iShares US Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • Dorsey Wright & Associates sold 640,500 iShares US Healthcare ETF shares in Q4 2014, an estimated $17.2M.
  • Dorsey Wright & Associates first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 6 quarters.
  • Dorsey Wright & Associates's iShares US Healthcare ETF position peaked at $17.2M in Q3 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Dorsey Wright & Associates's 13F filing for Q4 2014, filed 9 Jan 2015.