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M Holdings Securities’s iShares US Healthcare ETF IYH Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-2,500
Closed -$67K – 315
2014
Q3 		$67K Buy
+2,500
New +$65.9K 0.04% 350

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M Holdings Securities's IYH Position: Q4 2014 in Review

M Holdings Securities sold out of iShares US Healthcare ETF (IYH) in Q4 2014, closing a stake of 2,500 shares — an estimated $67K sold.

M Holdings Securities first reported a position in IYH in Q3 2014 and held it in 1 quarter. The position peaked at $67K in Q3 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • M Holdings Securities reported no remaining iShares US Healthcare ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 2,500 iShares US Healthcare ETF shares in Q4 2014, an estimated $67K.
  • M Holdings Securities first reported a position in iShares US Healthcare ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's iShares US Healthcare ETF position peaked at $67K in Q3 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.