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Evercore Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Evercore Wealth Management’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
2015
Q4 		– Sell
-1,625
Closed -$45K – 1040
2015
Q3 		$45K Buy
+1,625
New +$50.6K ﹤0.01% 600

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Evercore Wealth Management's IYH Position: Q4 2015 in Review

Evercore Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2015, closing a stake of 1,625 shares — an estimated $45K sold.

Evercore Wealth Management first reported a position in IYH in Q3 2015 and held it in 1 quarter. The position peaked at $45K in Q3 2015. 187 funds tracked by Wall St. Rank hold IYH as of Q4 2015.

  • Evercore Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,625 iShares US Healthcare ETF shares in Q4 2015, an estimated $45K.
  • Evercore Wealth Management first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 1 quarter.
  • Evercore Wealth Management's iShares US Healthcare ETF position peaked at $45K in Q3 2015.
  • 187 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.