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Intersect Capital’s iShares US Healthcare ETF IYH Stock Holding History

Intersect Capital’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
2015
Q2 		– Sell
-1,670
Closed -$51K – 238
2015
Q1 		$51K Sell
1,670
-350
-17% -$10.6K 0.04% 179
2014
Q4 		$58K Buy
+2,020
New +$56.9K 0.05% 171

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Intersect Capital's IYH Position: Q2 2015 in Review

Intersect Capital sold out of iShares US Healthcare ETF (IYH) in Q2 2015, closing a stake of 1,670 shares — an estimated $51K sold.

Intersect Capital first reported a position in IYH in Q4 2014 and held it in 2 quarters. The position peaked at $58K in Q4 2014. 196 funds tracked by Wall St. Rank hold IYH as of Q2 2015.

  • Intersect Capital reported no remaining iShares US Healthcare ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 1,670 iShares US Healthcare ETF shares in Q2 2015, an estimated $51K.
  • Intersect Capital first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's iShares US Healthcare ETF position peaked at $58K in Q4 2014.
  • 196 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.