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National Planning Corporation’s iShares US Healthcare ETF IYH Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-45,705
Closed -$1.57M – 338
2017
Q3 		$1.57M Sell
45,705
-47,500
-51% -$1.6M 0.13% 170
2017
Q2 		$3.1M Sell
93,205
-5,970
-6% -$191K 0.24% 96
2017
Q1 		$3.09M Buy
99,175
+82,875
+508% +$2.53M 0.23% 95
2016
Q4 		$485K Sell
16,300
-3,785
-19% -$110K 0.04% 377
2016
Q3 		$570K Sell
20,085
-31,510
-61% -$963K 0.05% 335
2016
Q2 		$1.61M Buy
51,595
+30,660
+146% +$895K 0.12% 175
2016
Q1 		$599K Sell
20,935
-25,160
-55% -$697K 0.05% 322
2015
Q4 		$1.23M Buy
46,095
+18,640
+68% +$554K 0.1% 221
2015
Q3 		$838K Sell
27,455
-91,505
-77% -$2.85M 0.08% 245
2015
Q2 		$3.82M Sell
118,960
-17,305
-13% -$545K 0.34% 64
2015
Q1 		$4.16M Sell
136,265
-2,240
-2% -$67.6K 0.37% 57
2014
Q4 		$4.07M Sell
138,505
-16,795
-11% -$473K 0.29% 64
2014
Q3 		$4.2M Buy
155,300
+91,810
+145% +$2.42M 0.32% 64
2014
Q2 		$1.63M Sell
63,490
-5,490
-8% -$136K 0.13% 163
2014
Q1 		$1.72M Sell
68,980
-64,370
-48% -$1.57M 0.15% 141
2013
Q4 		$3.11M Buy
133,350
+45,690
+52% +$1.03M 0.28% 76
2013
Q3 		$1.9M Buy
87,660
+37,855
+76% +$803K 0.18% 126
2013
Q2 		$997K Buy
+49,805
New +$1M 0.12% 179

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

National Planning Corporation's IYH Position: Q4 2017 in Review

National Planning Corporation sold out of iShares US Healthcare ETF (IYH) in Q4 2017, closing a stake of 45,705 shares — an estimated $1.57M sold.

National Planning Corporation first reported a position in IYH in Q2 2013 and held it in 18 quarters. The position peaked at $4.2M in Q3 2014. 241 funds tracked by Wall St. Rank hold IYH as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Healthcare ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 45,705 iShares US Healthcare ETF shares in Q4 2017, an estimated $1.57M.
  • National Planning Corporation first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares US Healthcare ETF position peaked at $4.2M in Q3 2014.
  • 241 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.