Patten Group’s iShares US Healthcare ETF IYH Stock Holding History

Patten Group’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 Q1	–	Sell	-375	Closed	-$14K	–	382
2018 Q4	$14K	Hold	375	–	–	0.01%	404
2018 Q3	$15K	Hold	375	–	–	0.01%	462
2018 Q2	$13K	Hold	375	–	–	0.01%	449
2018 Q1	$13K	Hold	375	–	–	0.01%	446
2017 Q4	$13K	Hold	375	–	–	0.01%	469
2017 Q3	$13K	Hold	375	–	–	0.01%	456
2017 Q2	$13K	Hold	375	–	–	0.01%	470
2017 Q1	$12K	Hold	375	–	–	0.01%	449
2016 Q4	$11K	Hold	375	–	–	﹤0.01%	449
2016 Q3	$10.9K	Hold	375	–	–	0.01%	464
2016 Q2	$11.1K	Hold	375	–	–	0.01%	448
2016 Q1	$10.5K	Hold	375	–	–	0.01%	462
2015 Q4	$11.3K	Hold	375	–	–	0.01%	472
2015 Q3	$10.5K	Hold	375	–	–	0.01%	426
2015 Q2	$11.9K	Buy	+375	New	+$11.8K	0.01%	427
2015 Q1	–	Sell	-375	Closed	-$11K	–	217
2014 Q4	$11K	Buy	+375	New	+$10.6K	0.01%	228

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Patten Group's IYH Position: Q1 2019 in Review

Patten Group sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 375 shares — an estimated $14K sold.

Patten Group first reported a position in IYH in Q4 2014 and held it in 16 quarters. The position peaked at $15K in Q3 2018. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

Patten Group reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 375 iShares US Healthcare ETF shares in Q1 2019, an estimated $14K.
Patten Group first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares US Healthcare ETF position peaked at $15K in Q3 2018.
293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.