MOTCO’s iShares US Healthcare ETF IYH Stock Holding History

MOTCO’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	-730	Closed	-$20K	–	624
2014 Q3	$20K	Buy	+730	New	+$19.2K	﹤0.01%	370

Other funds holding IYH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

MOTCO's IYH Position: Q4 2014 in Review

MOTCO sold out of iShares US Healthcare ETF (IYH) in Q4 2014, closing a stake of 730 shares — an estimated $20K sold.

MOTCO first reported a position in IYH in Q3 2014 and held it in 1 quarter. The position peaked at $20K in Q3 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

MOTCO reported no remaining iShares US Healthcare ETF position as of Q4 2014 after selling out during the quarter.
MOTCO sold 730 iShares US Healthcare ETF shares in Q4 2014, an estimated $20K.
MOTCO first reported a position in iShares US Healthcare ETF in Q3 2014 and held it in 1 quarter.
MOTCO's iShares US Healthcare ETF position peaked at $20K in Q3 2014.
191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on MOTCO's 13F filing for Q4 2014, filed 5 Feb 2015.