Mesirow Financial Investment Management - Fixed Income’s Independence Holding Company IHC Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2016 Q3	–	Sell	-11,199	Closed	-$201K	–	299
2016 Q2	$201K	Sell	11,199 -9,424	-46%	-$154K	0.01%	226
2016 Q1	$328K	Hold	20,623	–	–	0.15%	141
2015 Q4	$286K	Buy	20,623 +3,292	+19%	+$46.5K	0.13%	154
2015 Q3	$225K	Hold	17,331	–	–	0.06%	158
2015 Q2	$229K	Hold	17,331	–	–	0.05%	164
2015 Q1	$236K	Sell	17,331 -252	-1%	-$3.23K	0.06%	157
2014 Q4	$245K	Hold	17,583	–	–	0.06%	169
2014 Q3	$234K	Hold	17,583	–	–	0.06%	164
2014 Q2	$248K	Hold	17,583	–	–	0.06%	171
2014 Q1	$236K	Sell	17,583 -793	-4%	-$10.2K	0.06%	170
2013 Q4	$248K	Sell	18,376 -433	-2%	-$5.84K	0.07%	174
2013 Q3	$269K	Buy	18,809 +6,111	+48%	+$85.5K	0.08%	167
2013 Q2	$150K	Buy	+12,698	New	+$139K	0.05%	169

Other funds holding IHC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's IHC Position: Q3 2016 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Independence Holding Company (IHC) in Q3 2016, closing a stake of 11,199 shares — an estimated $201K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in IHC in Q2 2013 and held it in 13 quarters. The position peaked at $328K in Q1 2016. 52 funds tracked by Wall St. Rank hold IHC as of Q3 2016.

Mesirow Financial Investment Management - Fixed Income reported no remaining Independence Holding Company position as of Q3 2016 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 11,199 Independence Holding Company shares in Q3 2016, an estimated $201K.
Mesirow Financial Investment Management - Fixed Income first reported a position in Independence Holding Company in Q2 2013 and held it in 13 quarters.
Mesirow Financial Investment Management - Fixed Income's Independence Holding Company position peaked at $328K in Q1 2016.
52 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2016.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2016, filed 28 Oct 2016.