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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

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AssetMark Inc
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Bank of America
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FSIM
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BIM
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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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.