EGA
IHC

Eagle Global Advisors’s Independence Holding Company IHC Stock Holding History

Eagle Global Advisors’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-23,125
Closed -$473K – 443
2017
Q2 		$473K Sell
23,125
-537
-2% -$10.2K 0.01% 229
2017
Q1 		$440K Buy
23,662
+2,434
+11% +$46K 0.01% 235
2016
Q4 		$415K Buy
+21,228
New +$399K 0.01% 235
2015
Q4 		– Sell
-18,621
Closed -$241K – 409
2015
Q3 		$241K Buy
18,621
+2,330
+14% +$29.9K 0.01% 301
2015
Q2 		$215K Buy
16,291
+331
+2% +$4.19K 0.01% 331
2015
Q1 		$217K Buy
15,960
+4,390
+38% +$56.3K 0.01% 295
2014
Q4 		$161K Buy
+11,570
New +$159K ﹤0.01% 316

Other funds holding IHC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Eagle Global Advisors's IHC Position: Q3 2017 in Review

Eagle Global Advisors sold out of Independence Holding Company (IHC) in Q3 2017, closing a stake of 23,125 shares — an estimated $473K sold.

Eagle Global Advisors first reported a position in IHC in Q4 2014 and held it in 7 quarters. The position peaked at $473K in Q2 2017. 51 funds tracked by Wall St. Rank hold IHC as of Q3 2017.

  • Eagle Global Advisors reported no remaining Independence Holding Company position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 23,125 Independence Holding Company shares in Q3 2017, an estimated $473K.
  • Eagle Global Advisors first reported a position in Independence Holding Company in Q4 2014 and held it in 7 quarters.
  • Eagle Global Advisors's Independence Holding Company position peaked at $473K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.