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Ladenburg Thalmann Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$5.15M Buy
133,430
+13,100
+11% +$529K 0.03% 475
2019
Q3 		$4.55M Sell
120,330
-9,440
-7% -$363K 0.03% 495
2019
Q2 		$5.07M Sell
129,770
-92,935
-42% -$3.52M 0.04% 449
2019
Q1 		$8.63M Buy
222,705
+29,615
+15% +$1.13M 0.07% 278
2018
Q4 		$6.98M Buy
193,090
+37,045
+24% +$1.42M 0.06% 276
2018
Q3 		$6.33M Buy
156,045
+16,460
+12% +$635K 0.05% 323
2018
Q2 		$4.82M Hold
139,585
– – 0.04% 370
2018
Q1 		$4.82M Buy
139,585
+33,225
+31% +$1.2M 0.04% 370
2017
Q4 		$3.71M Sell
106,360
-60,040
-36% -$2.08M 0.04% 448
2017
Q3 		$5.72M Buy
166,400
+98,745
+146% +$3.33M 0.06% 282
2017
Q2 		$2.21M Sell
67,655
-9,915
-13% -$317K 0.03% 546
2017
Q1 		$2.42M Buy
77,570
+13,550
+21% +$414K 0.03% 496
2016
Q4 		$1.85M Sell
64,020
-43,045
-40% -$1.25M 0.03% 543
2016
Q3 		$3.22M Buy
107,065
+22,865
+27% +$699K 0.05% 356
2016
Q2 		$2.5M Sell
84,200
-5,950
-7% -$174K 0.04% 393
2016
Q1 		$2.53M Buy
90,150
+12,590
+16% +$349K 0.04% 361
2015
Q4 		$2.33M Sell
77,560
-69,655
-47% -$2.07M 0.04% 380
2015
Q3 		$4.17M Sell
147,215
-113,225
-43% -$3.53M 0.09% 214
2015
Q2 		$8.27M Sell
260,440
-70,310
-21% -$2.21M 0.15% 145
2015
Q1 		$10.2M Buy
330,750
+112,150
+51% +$3.39M 0.2% 122
2014
Q4 		$6.31M Sell
218,600
-320,900
-59% -$9.04M 0.14% 154
2014
Q3 		$14.5M Sell
539,500
-277,520
-34% -$7.31M 0.39% 55
2014
Q2 		$20.9M Sell
817,020
-785,065
-49% -$19.4M 0.57% 36
2014
Q1 		$39.4M Buy
1,602,085
+589,905
+58% +$14.3M 1.15% 16
2013
Q4 		$23.6M Buy
1,012,180
+125,975
+14% +$2.83M 0.73% 30
2013
Q3 		$19M Buy
886,205
+608,760
+219% +$12.9M 0.64% 30
2013
Q2 		$5.56M Buy
+277,445
New +$5.58M 0.2% 101

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IYH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares US Healthcare ETF (IYH) stake by 11% in Q4 2019, buying an estimated $529K and bringing the position to 133,430 shares worth $5.15M. The position accounts for 0.03% of the portfolio, ranked #475.

Ladenburg Thalmann Financial Services first reported a position in IYH in Q2 2013 and has held it in 27 quarters since. The position peaked at $39.4M in Q1 2014. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 133,430 shares of iShares US Healthcare ETF worth $5.15M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 13,100 iShares US Healthcare ETF shares in Q4 2019, an estimated $529K.
  • iShares US Healthcare ETF made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #475 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares US Healthcare ETF position peaked at $39.4M in Q1 2014.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.