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Institutional & Family Asset Management’s eHealth EHTH Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-20
Closed -$2K – 847
2020
Q2 		$2K Sell
20
-6
-23% -$698 ﹤0.01% 682
2020
Q1 		$4K Hold
26
– – ﹤0.01% 554
2019
Q4 		$2K Hold
26
– – ﹤0.01% 728
2019
Q3 		$2K Buy
+26
New +$2.35K ﹤0.01% 688

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's EHTH Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of eHealth (EHTH) in Q3 2020, closing a stake of 20 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in EHTH in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2020. 234 funds tracked by Wall St. Rank hold EHTH as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining eHealth position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 20 eHealth shares in Q3 2020, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in eHealth in Q3 2019 and held it in 4 quarters.
  • Institutional & Family Asset Management's eHealth position peaked at $4K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held eHealth as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.