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Hilltop Holdings’s iShares US Healthcare ETF IYH Stock Holding History

Hilltop Holdings’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
Q4 		– Sell
-45,375
Closed -$1.22M – 203
2014
Q3 		$1.22M Buy
45,375
+4,410
+11% +$116K 0.56% 61
2014
Q2 		$1.05M Sell
40,965
-19,795
-33% -$489K 0.49% 63
2014
Q1 		$1.5M Buy
60,760
+19,490
+47% +$474K 0.74% 38
2013
Q4 		$962K Buy
41,270
+1,145
+3% +$25.7K 0.49% 61
2013
Q3 		$858K Buy
+40,125
New +$851K 0.5% 58

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

Hilltop Holdings's IYH Position: Q4 2014 in Review

Hilltop Holdings sold out of iShares US Healthcare ETF (IYH) in Q4 2014, closing a stake of 45,375 shares — an estimated $1.22M sold.

Hilltop Holdings first reported a position in IYH in Q3 2013 and held it in 5 quarters. The position peaked at $1.5M in Q1 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Hilltop Holdings reported no remaining iShares US Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • Hilltop Holdings sold 45,375 iShares US Healthcare ETF shares in Q4 2014, an estimated $1.22M.
  • Hilltop Holdings first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 5 quarters.
  • Hilltop Holdings's iShares US Healthcare ETF position peaked at $1.5M in Q1 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Hilltop Holdings's 13F filing for Q4 2014, filed 17 Feb 2015.