MSL
IHC

Mackay Shields LLC’s Independence Holding Company IHC Stock Holding History

Mackay Shields LLC’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8,428
Closed -$300K – 1375
2018
Q1 		$300K Buy
+8,428
New +$248K ﹤0.01% 1182

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Mackay Shields LLC's IHC Position: Q2 2018 in Review

Mackay Shields LLC sold out of Independence Holding Company (IHC) in Q2 2018, closing a stake of 8,428 shares — an estimated $300K sold.

Mackay Shields LLC first reported a position in IHC in Q1 2018 and held it in 1 quarter. The position peaked at $300K in Q1 2018. 58 funds tracked by Wall St. Rank hold IHC as of Q2 2018.

  • Mackay Shields LLC reported no remaining Independence Holding Company position as of Q2 2018 after selling out during the quarter.
  • Mackay Shields LLC sold 8,428 Independence Holding Company shares in Q2 2018, an estimated $300K.
  • Mackay Shields LLC first reported a position in Independence Holding Company in Q1 2018 and held it in 1 quarter.
  • Mackay Shields LLC's Independence Holding Company position peaked at $300K in Q1 2018.
  • 58 funds tracked by Wall St. Rank held Independence Holding Company as of Q2 2018.

Based on Mackay Shields LLC's 13F filing for Q2 2018, filed 6 Aug 2018.