FFA
IYH icon

First Foundation Advisors’s iShares US Healthcare ETF IYH Stock Holding History

First Foundation 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
Q2 		– Sell
-11,650
Closed -$327K – 302
2016
Q1 		$327K Buy
11,650
+4,785
+70% +$132K 0.02% 222
2015
Q4 		$206K Buy
+6,865
New +$204K 0.01% 272

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Foundation Advisors's IYH Position: Q2 2016 in Review

First Foundation Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2016, closing a stake of 11,650 shares — an estimated $327K sold.

First Foundation Advisors first reported a position in IYH in Q4 2015 and held it in 2 quarters. The position peaked at $327K in Q1 2016. 182 funds tracked by Wall St. Rank hold IYH as of Q2 2016.

  • First Foundation Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2016 after selling out during the quarter.
  • First Foundation Advisors sold 11,650 iShares US Healthcare ETF shares in Q2 2016, an estimated $327K.
  • First Foundation Advisors first reported a position in iShares US Healthcare ETF in Q4 2015 and held it in 2 quarters.
  • First Foundation Advisors's iShares US Healthcare ETF position peaked at $327K in Q1 2016.
  • 182 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2016.

Based on First Foundation Advisors's 13F filing for Q2 2016, filed 16 Aug 2016.