SEI Investments’s Independence Holding Company IHC Stock Holding History

SEI Investments’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
2018 Q3	–	Sell	-696	Closed	-$23K	–	3866
2018 Q2	$23K	Hold	696	–	–	﹤0.01%	2767
2018 Q1	$25K	Hold	696	–	–	﹤0.01%	2591
2017 Q4	$20K	Hold	696	–	–	﹤0.01%	2610
2017 Q3	$18K	Hold	696	–	–	﹤0.01%	2533
2017 Q2	$14K	Buy	+696	New	+$13.3K	﹤0.01%	2525

Other funds holding IHC

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments's IHC Position: Q3 2018 in Review

SEI Investments sold out of Independence Holding Company (IHC) in Q3 2018, closing a stake of 696 shares — an estimated $23K sold.

SEI Investments first reported a position in IHC in Q2 2017 and held it in 5 quarters. The position peaked at $25K in Q1 2018. 55 funds tracked by Wall St. Rank hold IHC as of Q3 2018.

SEI Investments reported no remaining Independence Holding Company position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 696 Independence Holding Company shares in Q3 2018, an estimated $23K.
SEI Investments first reported a position in Independence Holding Company in Q2 2017 and held it in 5 quarters.
SEI Investments's Independence Holding Company position peaked at $25K in Q1 2018.
55 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.