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FDx Advisors’s iShares US Healthcare ETF IYH Stock Holding History

FDx Advisors’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
2016
Q4 		– Sell
-6,790
Closed -$204K – 1141
2016
Q3 		$204K Buy
+6,790
New +$207K 0.01% 871
2014
Q4 		– Sell
-20,305
Closed -$546K – 925
2014
Q3 		$546K Sell
20,305
-115
-0.6% -$3.03K 0.04% 546
2014
Q2 		$524K Sell
20,420
-12,480
-38% -$308K 0.03% 561
2014
Q1 		$810K Buy
32,900
+20,935
+175% +$509K 0.07% 298
2013
Q4 		$283K Buy
11,965
+1,120
+10% +$25.2K 0.03% 548
2013
Q3 		$232K Buy
+10,845
New +$230K 0.03% 515

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDx Advisors's IYH Position: Q4 2016 in Review

FDx Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2016, closing a stake of 6,790 shares — an estimated $204K sold.

FDx Advisors first reported a position in IYH in Q3 2013 and held it in 6 quarters. The position peaked at $810K in Q1 2014. 190 funds tracked by Wall St. Rank hold IYH as of Q4 2016.

  • FDx Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2016 after selling out during the quarter.
  • FDx Advisors sold 6,790 iShares US Healthcare ETF shares in Q4 2016, an estimated $204K.
  • FDx Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 6 quarters.
  • FDx Advisors's iShares US Healthcare ETF position peaked at $810K in Q1 2014.
  • 190 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2016.

Based on FDx Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.