SFMG Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

SFMG Wealth 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
2016 Q1	–	Sell	-122,035	Closed	-$3.66M	–	109
2015 Q4	$3.66M	Sell	122,035 -275,950	-69%	-$8.2M	0.83%	17
2015 Q3	$11.1M	Sell	397,985 -104,260	-21%	-$3.25M	2.69%	11
2015 Q2	$15.9M	Sell	502,245 -927,445	-65%	-$29.2M	3.57%	10
2015 Q1	$44.1M	Buy	1,429,690 +927,915	+185%	+$28M	3.56%	10
2014 Q4	$14.5M	Sell	501,775 -23,595	-4%	-$665K	3.22%	10
2014 Q3	$14.1M	Buy	+525,370	New	+$13.8M	4.42%	8
2014 Q2	–	Sell	-484,210	Closed	-$11.9M	–	88
2014 Q1	$11.9M	Sell	484,210 -13,650	-3%	-$332K	4.01%	11
2013 Q4	$11.6M	Buy	497,860 +49,850	+11%	+$1.12M	3.99%	11
2013 Q3	$9.58M	Buy	+448,010	New	+$9.5M	3.84%	11

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

SFMG Wealth Advisors's IYH Position: Q1 2016 in Review

SFMG Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2016, closing a stake of 122,035 shares — an estimated $3.66M sold.

SFMG Wealth Advisors first reported a position in IYH in Q3 2013 and held it in 9 quarters. The position peaked at $44.1M in Q1 2015. 183 funds tracked by Wall St. Rank hold IYH as of Q1 2016.

SFMG Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2016 after selling out during the quarter.
SFMG Wealth Advisors sold 122,035 iShares US Healthcare ETF shares in Q1 2016, an estimated $3.66M.
SFMG Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 9 quarters.
SFMG Wealth Advisors's iShares US Healthcare ETF position peaked at $44.1M in Q1 2015.
183 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2016.

Based on SFMG Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.