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Peachtree Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Peachtree Investment Advisors’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
2018
Q4 		$2.43M Buy
67,205
+5,730
+9% +$220K 1.87% 17
2018
Q3 		$2.5M Buy
61,475
+3,250
+6% +$125K 1.7% 16
2018
Q2 		$2.08M Buy
58,225
+5,300
+10% +$187K 1.5% 21
2018
Q1 		$1.83M Buy
52,925
+3,175
+6% +$114K 1.37% 24
2017
Q4 		$1.73M Sell
49,750
-16,595
-25% -$576K 1.33% 24
2017
Q3 		$2.28M Sell
66,345
-1,350
-2% -$45.5K 1.96% 15
2017
Q2 		$2.25M Sell
67,695
-1,825
-3% -$58.3K 1.93% 15
2017
Q1 		$2.17M Sell
69,520
-175
-0.3% -$5.34K 1.98% 15
2016
Q4 		$2.01M Sell
69,695
-100
-0.1% -$2.9K 1.97% 15
2016
Q3 		$2.1M Buy
69,795
+750
+1% +$22.9K 2.06% 14
2016
Q2 		$2.05M Buy
69,045
+4,650
+7% +$136K 2.08% 13
2016
Q1 		$1.81M Buy
64,395
+12,230
+23% +$339K 1.82% 16
2015
Q4 		$1.56M Buy
52,165
+14,800
+40% +$440K 1.64% 18
2015
Q3 		$1.05M Buy
37,365
+11,790
+46% +$367K 1.09% 30
2015
Q2 		$812K Buy
25,575
+6,250
+32% +$197K 0.61% 51
2015
Q1 		$596K Buy
19,325
+10,825
+127% +$327K 0.43% 67
2014
Q4 		$245K Buy
+8,500
New +$239K 0.16% 128

Other funds holding IYH

Bank of America
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peachtree Investment Advisors's IYH Position: Q4 2018 in Review

Peachtree Investment Advisors increased its iShares US Healthcare ETF (IYH) stake by 9.3% in Q4 2018, buying an estimated $220K and bringing the position to 67,205 shares worth $2.43M. The position accounts for 1.87% of the portfolio, ranked #17.

Peachtree Investment Advisors first reported a position in IYH in Q4 2014 and has held it in 17 quarters since. The position peaked at $2.5M in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Peachtree Investment Advisors held 67,205 shares of iShares US Healthcare ETF worth $2.43M as of Q4 2018.
  • Peachtree Investment Advisors bought 5,730 iShares US Healthcare ETF shares in Q4 2018, an estimated $220K.
  • iShares US Healthcare ETF made up 1.87% of Peachtree Investment Advisors's portfolio in Q4 2018, its #17 holding.
  • Peachtree Investment Advisors first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 17 quarters since.
  • Peachtree Investment Advisors's iShares US Healthcare ETF position peaked at $2.5M in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.