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Simply Money Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-730
Closed -$16K – 118
2013
Q3 		$16K Buy
+730
New +$15.5K ﹤0.01% 49

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simply Money Advisors's IYH Position: Q4 2013 in Review

Simply Money Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2013, closing a stake of 730 shares — an estimated $16K sold.

Simply Money Advisors first reported a position in IYH in Q3 2013 and held it in 1 quarter. The position peaked at $16K in Q3 2013. 148 funds tracked by Wall St. Rank hold IYH as of Q4 2013.

  • Simply Money Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 730 iShares US Healthcare ETF shares in Q4 2013, an estimated $16K.
  • Simply Money Advisors first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares US Healthcare ETF position peaked at $16K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.