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Essex Savings Bank’s iShares US Healthcare ETF IYH Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-2,425
Closed -$95K – 409
2019
Q2 		$95K Hold
2,425
– – 0.03% 348
2019
Q1 		$94K Hold
2,425
– – 0.05% 224
2018
Q4 		$88K Buy
+2,425
New +$92.9K 0.06% 225

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Essex Savings Bank's IYH Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares US Healthcare ETF (IYH) in Q3 2019, closing a stake of 2,425 shares — an estimated $95K sold.

Essex Savings Bank first reported a position in IYH in Q4 2018 and held it in 3 quarters. The position peaked at $95K in Q2 2019. 278 funds tracked by Wall St. Rank hold IYH as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares US Healthcare ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,425 iShares US Healthcare ETF shares in Q3 2019, an estimated $95K.
  • Essex Savings Bank first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares US Healthcare ETF position peaked at $95K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.