Independent Advisor Alliance
EHTH icon

Independent Advisor Alliance’s eHealth EHTH Stock Holding History

Independent Advisor Alliance’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,453
Closed -$716K – 512
2019
Q4 		$716K Sell
7,453
-100
-1% -$7.76K 0.03% 451
2019
Q3 		$504K Buy
+7,553
New +$681K 0.06% 251

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ruffer LLP
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Independent Advisor Alliance's EHTH Position: Q1 2020 in Review

Independent Advisor Alliance sold out of eHealth (EHTH) in Q1 2020, closing a stake of 7,453 shares — an estimated $716K sold.

Independent Advisor Alliance first reported a position in EHTH in Q3 2019 and held it in 2 quarters. The position peaked at $716K in Q4 2019. 276 funds tracked by Wall St. Rank hold EHTH as of Q1 2020.

  • Independent Advisor Alliance reported no remaining eHealth position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,453 eHealth shares in Q1 2020, an estimated $716K.
  • Independent Advisor Alliance first reported a position in eHealth in Q3 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's eHealth position peaked at $716K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held eHealth as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.