Stifel Financial
IHC

Stifel Financial’s Independence Holding Company IHC Stock Holding History

Stifel Financial’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
2014
Q3 		– Sell
-16,218
Closed -$229K – 2427
2014
Q2 		$229K Sell
16,218
-1,988
-11% -$27.2K ﹤0.01% 1931
2014
Q1 		$244K Buy
+18,206
New +$235K ﹤0.01% 1829

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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

Stifel Financial's IHC Position: Q3 2014 in Review

Stifel Financial sold out of Independence Holding Company (IHC) in Q3 2014, closing a stake of 16,218 shares — an estimated $229K sold.

Stifel Financial first reported a position in IHC in Q1 2014 and held it in 2 quarters. The position peaked at $244K in Q1 2014. 45 funds tracked by Wall St. Rank hold IHC as of Q3 2014.

  • Stifel Financial reported no remaining Independence Holding Company position as of Q3 2014 after selling out during the quarter.
  • Stifel Financial sold 16,218 Independence Holding Company shares in Q3 2014, an estimated $229K.
  • Stifel Financial first reported a position in Independence Holding Company in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's Independence Holding Company position peaked at $244K in Q1 2014.
  • 45 funds tracked by Wall St. Rank held Independence Holding Company as of Q3 2014.

Based on Stifel Financial's 13F filing for Q3 2014, filed 13 Nov 2014.