RFC
IHC

Russell Frank Company’s Independence Holding Company IHC Stock Holding History

Russell Frank Company’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,140
Closed -$15K – 3154
2015
Q3 		$15K Sell
1,140
-2,396
-68% -$30.8K ﹤0.01% 2970
2015
Q2 		$47K Buy
3,536
+1,140
+48% +$14.4K ﹤0.01% 2966
2015
Q1 		$32K Buy
2,396
+1,636
+215% +$21K ﹤0.01% 2844
2014
Q4 		$11K Buy
+760
New +$10.4K ﹤0.01% 2920
2013
Q4 		– Sell
-2,427
Closed -$35K – 3505
2013
Q3 		$35K Buy
2,427
+2,227
+1,114% +$31.2K ﹤0.01% 3172
2013
Q2 		$2K Buy
+200
New +$2.18K ﹤0.01% 3205

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Russell Frank Company's IHC Position: Q4 2015 in Review

Russell Frank Company sold out of Independence Holding Company (IHC) in Q4 2015, closing a stake of 1,140 shares — an estimated $15K sold.

Russell Frank Company first reported a position in IHC in Q2 2013 and held it in 6 quarters. The position peaked at $47K in Q2 2015. 50 funds tracked by Wall St. Rank hold IHC as of Q4 2015.

  • Russell Frank Company reported no remaining Independence Holding Company position as of Q4 2015 after selling out during the quarter.
  • Russell Frank Company sold 1,140 Independence Holding Company shares in Q4 2015, an estimated $15K.
  • Russell Frank Company first reported a position in Independence Holding Company in Q2 2013 and held it in 6 quarters.
  • Russell Frank Company's Independence Holding Company position peaked at $47K in Q2 2015.
  • 50 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2015.

Based on Russell Frank Company's 13F filing for Q4 2015, filed 27 Jan 2016.