First City Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

First City Capital 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
2016 Q2	–	Sell	-2,500	Closed	-$70.3K	–	325
2016 Q1	$70.3K	Hold	2,500	–	–	0.05%	236
2015 Q4	$75K	Hold	2,500	–	–	0.05%	240
2015 Q3	$70K	Hold	2,500	–	–	0.05%	247
2015 Q2	$79.4K	Hold	2,500	–	–	0.06%	237
2015 Q1	$77.2K	Hold	2,500	–	–	0.05%	232
2014 Q4	$72.1K	Hold	2,500	–	–	0.05%	249
2014 Q3	$67.2K	Hold	2,500	–	–	0.05%	252
2014 Q2	$64.1K	Hold	2,500	–	–	0.05%	259
2014 Q1	$61.5K	Buy	+2,500	New	+$60.8K	0.04%	257

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First City Capital Management's IYH Position: Q2 2016 in Review

First City Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2016, closing a stake of 2,500 shares — an estimated $70.3K sold.

First City Capital Management first reported a position in IYH in Q1 2014 and held it in 9 quarters. The position peaked at $79.4K in Q2 2015. 182 funds tracked by Wall St. Rank hold IYH as of Q2 2016.

First City Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2016 after selling out during the quarter.
First City Capital Management sold 2,500 iShares US Healthcare ETF shares in Q2 2016, an estimated $70.3K.
First City Capital Management first reported a position in iShares US Healthcare ETF in Q1 2014 and held it in 9 quarters.
First City Capital Management's iShares US Healthcare ETF position peaked at $79.4K in Q2 2015.
182 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2016.

Based on First City Capital Management's 13F filing for Q2 2016, filed 16 Aug 2016.