Intellectus Partners’s iShares US Healthcare ETF IYH Stock Holding History

Intellectus Partners’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
2018 Q4	–	Sell	-32,500	Closed	-$1.32M	–	403
2018 Q3	$1.32M	Hold	32,500	–	–	0.46%	52
2018 Q2	$1.16M	Hold	32,500	–	–	0.42%	61
2018 Q1	$1.12M	Hold	32,500	–	–	0.39%	67
2017 Q4	$1.13M	Hold	32,500	–	–	0.42%	59
2017 Q3	$1.12M	Hold	32,500	–	–	0.46%	54
2017 Q2	$1.08M	Hold	32,500	–	–	0.49%	50
2017 Q1	$1.01M	Hold	32,500	–	–	0.51%	51
2016 Q4	$937K	Buy	+32,500	New	+$942K	0.49%	55

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intellectus Partners's IYH Position: Q4 2018 in Review

Intellectus Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 32,500 shares — an estimated $1.32M sold.

Intellectus Partners first reported a position in IYH in Q4 2016 and held it in 8 quarters. The position peaked at $1.32M in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

Intellectus Partners reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 32,500 iShares US Healthcare ETF shares in Q4 2018, an estimated $1.32M.
Intellectus Partners first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 8 quarters.
Intellectus Partners's iShares US Healthcare ETF position peaked at $1.32M in Q3 2018.
289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.