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

Nelson 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
2019 Q4	–	Sell	-1,175	Closed	-$44K	–	198
2019 Q3	$44K	Hold	1,175	–	–	0.01%	163
2019 Q2	$46K	Hold	1,175	–	–	0.01%	152
2019 Q1	$46K	Hold	1,175	–	–	0.01%	138
2018 Q4	$42K	Hold	1,175	–	–	0.01%	140
2018 Q3	$48K	Hold	1,175	–	–	0.01%	135
2018 Q2	$42K	Hold	1,175	–	–	0.01%	132
2018 Q1	$41K	Hold	1,175	–	–	0.01%	142
2017 Q4	$41K	Hold	1,175	–	–	0.01%	149
2017 Q3	$40K	Hold	1,175	–	–	0.01%	137
2017 Q2	$39K	Hold	1,175	–	–	0.01%	139
2017 Q1	$37K	Hold	1,175	–	–	0.01%	143
2016 Q4	$34K	Hold	1,175	–	–	0.01%	138
2016 Q3	$35K	Hold	1,175	–	–	0.01%	136
2016 Q2	$35K	Hold	1,175	–	–	0.01%	128
2016 Q1	$33K	Hold	1,175	–	–	0.01%	125
2015 Q4	$35K	Hold	1,175	–	–	0.01%	123
2015 Q3	$33K	Hold	1,175	–	–	0.01%	125
2015 Q2	$37K	Hold	1,175	–	–	0.01%	134
2015 Q1	$36K	Hold	1,175	–	–	0.01%	134
2014 Q4	$34K	Hold	1,175	–	–	0.01%	141
2014 Q3	$32K	Hold	1,175	–	–	0.01%	145
2014 Q2	$30K	Buy	+1,175	New	+$29K	0.01%	147

Other funds holding IYH

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Nelson Capital Management's IYH Position: Q4 2019 in Review

Nelson Capital Management sold out of iShares US Healthcare ETF (IYH) in Q4 2019, closing a stake of 1,175 shares — an estimated $44K sold.

Nelson Capital Management first reported a position in IYH in Q2 2014 and held it in 22 quarters. The position peaked at $48K in Q3 2018. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

Nelson Capital Management reported no remaining iShares US Healthcare ETF position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,175 iShares US Healthcare ETF shares in Q4 2019, an estimated $44K.
Nelson Capital Management first reported a position in iShares US Healthcare ETF in Q2 2014 and held it in 22 quarters.
Nelson Capital Management's iShares US Healthcare ETF position peaked at $48K in Q3 2018.
324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.