Mariner Independent Advisor Network’s iShares US Healthcare ETF IYH Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-57,735	Closed	-$2.08M	–	336
2017 Q4	$2.08M	Sell	57,735 -75,195	-57%	-$2.61M	0.22%	108
2017 Q3	$4.57M	Sell	132,930 -1,945	-1%	-$65.6K	0.74%	29
2017 Q2	$4.48M	Buy	+134,875	New	+$4.31M	0.64%	47
2016 Q4	–	Sell	-116,185	Closed	-$3.49M	–	187
2016 Q3	$3.49M	Buy	+116,185	New	+$3.55M	0.5%	61
2016 Q2	–	Sell	-50,565	Closed	-$1.42M	–	153
2016 Q1	$1.42M	Buy	+50,565	New	+$1.4M	0.45%	62
2015 Q4	–	Sell	-50,210	Closed	-$1.41M	–	134
2015 Q3	$1.41M	Buy	+50,210	New	+$1.56M	0.54%	53

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Independent Advisor Network's IYH Position: Q1 2018 in Review

Mariner Independent Advisor Network sold out of iShares US Healthcare ETF (IYH) in Q1 2018, closing a stake of 57,735 shares — an estimated $2.08M sold.

Mariner Independent Advisor Network first reported a position in IYH in Q3 2015 and held it in 6 quarters. The position peaked at $4.57M in Q3 2017. 247 funds tracked by Wall St. Rank hold IYH as of Q1 2018.

Mariner Independent Advisor Network reported no remaining iShares US Healthcare ETF position as of Q1 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 57,735 iShares US Healthcare ETF shares in Q1 2018, an estimated $2.08M.
Mariner Independent Advisor Network first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 6 quarters.
Mariner Independent Advisor Network's iShares US Healthcare ETF position peaked at $4.57M in Q3 2017.
247 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2018, filed 8 May 2018.