Thompson Siegel & Walmsley’s iShares US Healthcare ETF IYH Stock Holding History

Thompson Siegel & Walmsley’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
2018 Q2	–	Sell	-250	Closed	-$9K	–	811
2018 Q1	$9K	Hold	250	–	–	﹤0.01%	697
2017 Q4	$9K	Hold	250	–	–	﹤0.01%	724
2017 Q3	$9K	Hold	250	–	–	﹤0.01%	716
2017 Q2	$8K	Hold	250	–	–	﹤0.01%	721
2017 Q1	$8K	Hold	250	–	–	﹤0.01%	713
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	665
2016 Q3	$8K	Hold	250	–	–	﹤0.01%	653
2016 Q2	$7K	Hold	250	–	–	﹤0.01%	659
2016 Q1	$7K	Hold	250	–	–	﹤0.01%	624
2015 Q4	$8K	Buy	+250	New	+$7.43K	﹤0.01%	618

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thompson Siegel & Walmsley's IYH Position: Q2 2018 in Review

Thompson Siegel & Walmsley sold out of iShares US Healthcare ETF (IYH) in Q2 2018, closing a stake of 250 shares — an estimated $9K sold.

Thompson Siegel & Walmsley first reported a position in IYH in Q4 2015 and held it in 10 quarters. The position peaked at $9K in Q1 2018. 239 funds tracked by Wall St. Rank hold IYH as of Q2 2018.

Thompson Siegel & Walmsley reported no remaining iShares US Healthcare ETF position as of Q2 2018 after selling out during the quarter.
Thompson Siegel & Walmsley sold 250 iShares US Healthcare ETF shares in Q2 2018, an estimated $9K.
Thompson Siegel & Walmsley first reported a position in iShares US Healthcare ETF in Q4 2015 and held it in 10 quarters.
Thompson Siegel & Walmsley's iShares US Healthcare ETF position peaked at $9K in Q1 2018.
239 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2018.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2018, filed 9 Aug 2018.