PO
IRY

Private Ocean’s SPDR S&P International Health Care Sector IRY Stock Holding History

Private Ocean’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-70
Closed -$4K – 235
2014
Q3 		$4K Buy
70
+1
+1% +$49 ﹤0.01% 195
2014
Q2 		$4K Buy
+69
New +$3.29K ﹤0.01% 189

Other funds holding IRY

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Private Ocean's IRY Position: Q4 2014 in Review

Private Ocean sold out of SPDR S&P International Health Care Sector (IRY) in Q4 2014, closing a stake of 70 shares — an estimated $4K sold.

Private Ocean first reported a position in IRY in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 32 funds tracked by Wall St. Rank hold IRY as of Q4 2014.

  • Private Ocean reported no remaining SPDR S&P International Health Care Sector position as of Q4 2014 after selling out during the quarter.
  • Private Ocean sold 70 SPDR S&P International Health Care Sector shares in Q4 2014, an estimated $4K.
  • Private Ocean first reported a position in SPDR S&P International Health Care Sector in Q2 2014 and held it in 2 quarters.
  • Private Ocean's SPDR S&P International Health Care Sector position peaked at $4K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q4 2014.

Based on Private Ocean's 13F filing for Q4 2014, filed 28 Jan 2015.