Nationwide Fund Advisors’s Independence Holding Company IHC Stock Holding History

Nationwide Fund Advisors’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
2017 Q4	–	Sell	-6,013	Closed	-$152K	–	3110
2017 Q3	$152K	Hold	6,013	–	–	﹤0.01%	2746
2017 Q2	$123K	Hold	6,013	–	–	﹤0.01%	2826
2017 Q1	$112K	Sell	6,013 -595	-9%	-$11.2K	﹤0.01%	2802
2016 Q4	$129K	Hold	6,608	–	–	﹤0.01%	2788
2016 Q3	$114K	Hold	6,608	–	–	﹤0.01%	2846
2016 Q2	$119K	Hold	6,608	–	–	﹤0.01%	2856
2016 Q1	$105K	Sell	6,608 -608	-8%	-$9.43K	﹤0.01%	2801
2015 Q4	$100K	Hold	7,216	–	–	﹤0.01%	2851
2015 Q3	$94K	Hold	7,216	–	–	﹤0.01%	2913
2015 Q2	$95K	Sell	7,216 -365	-5%	-$4.62K	﹤0.01%	3026
2015 Q1	$103K	Sell	7,581 -413	-5%	-$5.29K	﹤0.01%	2955
2014 Q4	$112K	Hold	7,994	–	–	﹤0.01%	2881
2014 Q3	$106K	Sell	7,994 -158	-2%	-$2.13K	﹤0.01%	2973
2014 Q2	$115K	Sell	8,152 -37	-0.5%	-$507	﹤0.01%	2988
2014 Q1	$110K	Hold	8,189	–	–	﹤0.01%	2722
2013 Q4	$110K	Hold	8,189	–	–	﹤0.01%	2925
2013 Q3	$117K	Sell	8,189 -195	-2%	-$2.73K	﹤0.01%	2889
2013 Q2	$99K	Buy	+8,384	New	+$91.5K	﹤0.01%	2810

Other funds holding IHC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BCM

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

Nationwide Fund Advisors's IHC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Independence Holding Company (IHC) in Q4 2017, closing a stake of 6,013 shares — an estimated $152K sold.

Nationwide Fund Advisors first reported a position in IHC in Q2 2013 and held it in 18 quarters. The position peaked at $152K in Q3 2017. 54 funds tracked by Wall St. Rank hold IHC as of Q4 2017.

Nationwide Fund Advisors reported no remaining Independence Holding Company position as of Q4 2017 after selling out during the quarter.
Nationwide Fund Advisors sold 6,013 Independence Holding Company shares in Q4 2017, an estimated $152K.
Nationwide Fund Advisors first reported a position in Independence Holding Company in Q2 2013 and held it in 18 quarters.
Nationwide Fund Advisors's Independence Holding Company position peaked at $152K in Q3 2017.
54 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.