EAM Investors’s Independence Holding Company IHC Stock Holding History

EAM Investors’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 Q1	–	Sell	-84,013	Closed	-$1.64M	–	425
2016 Q4	$1.64M	Sell	84,013 -2,406	-3%	-$45.2K	0.22%	222
2016 Q3	$1.49M	Hold	86,419	–	–	0.2%	219
2016 Q2	$1.55M	Hold	86,419	–	–	0.23%	201
2016 Q1	$1.38M	Buy	+86,419	New	+$1.34M	0.22%	195

Other funds holding IHC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM Investors's IHC Position: Q1 2017 in Review

EAM Investors sold out of Independence Holding Company (IHC) in Q1 2017, closing a stake of 84,013 shares — an estimated $1.64M sold.

EAM Investors first reported a position in IHC in Q1 2016 and held it in 4 quarters. The position peaked at $1.64M in Q4 2016. 48 funds tracked by Wall St. Rank hold IHC as of Q1 2017.

EAM Investors reported no remaining Independence Holding Company position as of Q1 2017 after selling out during the quarter.
EAM Investors sold 84,013 Independence Holding Company shares in Q1 2017, an estimated $1.64M.
EAM Investors first reported a position in Independence Holding Company in Q1 2016 and held it in 4 quarters.
EAM Investors's Independence Holding Company position peaked at $1.64M in Q4 2016.
48 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2017.

Based on EAM Investors's 13F filing for Q1 2017, filed 10 May 2017.