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Fernwood Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Fernwood Investment 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
2014
Q2 		– Sell
-8,820
Closed -$217K – 115
2014
Q1 		$217K Sell
8,820
-17,195
-66% -$418K 0.2% 104
2013
Q4 		$606K Buy
+26,015
New +$585K 0.4% 67

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Fernwood Investment Management's IYH Position: Q2 2014 in Review

Fernwood Investment Management sold out of iShares US Healthcare ETF (IYH) in Q2 2014, closing a stake of 8,820 shares — an estimated $217K sold.

Fernwood Investment Management first reported a position in IYH in Q4 2013 and held it in 2 quarters. The position peaked at $606K in Q4 2013. 162 funds tracked by Wall St. Rank hold IYH as of Q2 2014.

  • Fernwood Investment Management reported no remaining iShares US Healthcare ETF position as of Q2 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 8,820 iShares US Healthcare ETF shares in Q2 2014, an estimated $217K.
  • Fernwood Investment Management first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's iShares US Healthcare ETF position peaked at $606K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2014.

Based on Fernwood Investment Management's 13F filing for Q2 2014, filed 31 Jul 2014.