IPG Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

IPG Investment Advisors’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	-6,500	Closed	-$264K	–	163
2018 Q3	$264K	Sell	6,500 -1,950	-23%	-$75.2K	0.09%	134
2018 Q2	$301K	Hold	8,450	–	–	0.11%	111
2018 Q1	$292K	Buy	8,450 +1,750	+26%	+$63K	0.1%	112
2017 Q4	$233K	Buy	6,700 +250	+4%	+$8.68K	0.1%	119
2017 Q3	$222K	Hold	6,450	–	–	0.08%	118
2017 Q2	$214K	Sell	6,450 -2,250	-26%	-$71.9K	0.09%	118
2017 Q1	$271K	Hold	8,700	–	–	0.12%	102
2016 Q4	$251K	Hold	8,700	–	–	0.1%	103
2016 Q3	$261K	Buy	+8,700	New	+$266K	0.11%	92

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 22.9% 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

IPG Investment Advisors's IYH Position: Q4 2018 in Review

IPG Investment Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 6,500 shares — an estimated $264K sold.

IPG Investment Advisors first reported a position in IYH in Q3 2016 and held it in 9 quarters. The position peaked at $301K in Q2 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

IPG Investment Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
IPG Investment Advisors sold 6,500 iShares US Healthcare ETF shares in Q4 2018, an estimated $264K.
IPG Investment Advisors first reported a position in iShares US Healthcare ETF in Q3 2016 and held it in 9 quarters.
IPG Investment Advisors's iShares US Healthcare ETF position peaked at $301K in Q2 2018.
289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.