Maryland Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Maryland Capital Management’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
2015 Q3	–	Sell	-7,685	Closed	-$244K	–	169
2015 Q2	$244K	Sell	7,685 -2,460	-24%	-$77.4K	0.04%	154
2015 Q1	$313K	Buy	10,145 +135	+1%	+$4.08K	0.05%	136
2014 Q4	$289K	Sell	10,010 -250	-2%	-$7.04K	0.05%	148
2014 Q3	$276K	Hold	10,260	–	–	0.05%	148
2014 Q2	$263K	Buy	10,260 +40	+0.4%	+$988	0.05%	153
2014 Q1	$251K	Sell	10,220 -7,980	-44%	-$194K	0.05%	150
2013 Q4	$424K	Buy	18,200 +780	+4%	+$17.5K	0.07%	144
2013 Q3	$373K	Buy	17,420 +350	+2%	+$7.42K	0.06%	149
2013 Q2	$342K	Buy	+17,070	New	+$343K	0.06%	157

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Maryland Capital Management's IYH Position: Q3 2015 in Review

Maryland Capital Management sold out of iShares US Healthcare ETF (IYH) in Q3 2015, closing a stake of 7,685 shares — an estimated $244K sold.

Maryland Capital Management first reported a position in IYH in Q2 2013 and held it in 9 quarters. The position peaked at $424K in Q4 2013. 189 funds tracked by Wall St. Rank hold IYH as of Q3 2015.

Maryland Capital Management reported no remaining iShares US Healthcare ETF position as of Q3 2015 after selling out during the quarter.
Maryland Capital Management sold 7,685 iShares US Healthcare ETF shares in Q3 2015, an estimated $244K.
Maryland Capital Management first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 9 quarters.
Maryland Capital Management's iShares US Healthcare ETF position peaked at $424K in Q4 2013.
189 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2015.

Based on Maryland Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.