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Placemark Investments’s iShares US Healthcare ETF IYH Stock Holding History

Placemark Investments’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
2014
Q4 		$3.12M Sell
108,045
-1,131,420
-91% -$31.9M 0.06% 418
2014
Q3 		$33.3M Sell
1,239,465
-115,765
-9% -$3.05M 0.62% 15
2014
Q2 		$34.7M Sell
1,355,230
-823,460
-38% -$20.3M 0.62% 15
2014
Q1 		$53.6M Sell
2,178,690
-5,530
-0.3% -$135K 1.03% 9
2013
Q4 		$50.9M Buy
2,184,220
+236,460
+12% +$5.32M 0.84% 13
2013
Q3 		$41.6M Buy
1,947,760
+1,846,145
+1,817% +$39.2M 0.79% 10
2013
Q2 		$2.04M Buy
+101,615
New +$2.04M 0.04% 487

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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

Placemark Investments's IYH Position: Q4 2014 in Review

Placemark Investments reduced its iShares US Healthcare ETF (IYH) stake by 91% in Q4 2014, selling an estimated $31.9M and leaving 108,045 shares worth $3.12M. The position accounts for 0.06% of the portfolio, ranked #418.

Placemark Investments first reported a position in IYH in Q2 2013 and has held it in 7 quarters since. The position peaked at $53.6M in Q1 2014. 191 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Placemark Investments held 108,045 shares of iShares US Healthcare ETF worth $3.12M as of Q4 2014.
  • Placemark Investments sold 1,131,420 iShares US Healthcare ETF shares in Q4 2014, an estimated $31.9M.
  • iShares US Healthcare ETF made up 0.06% of Placemark Investments's portfolio in Q4 2014, its #418 holding.
  • Placemark Investments first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's iShares US Healthcare ETF position peaked at $53.6M in Q1 2014.
  • 191 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.