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Tradewinds Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Tradewinds Capital Management’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
2014
Q2 		– Sell
-110
Closed -$3K – 632
2014
Q1 		$3K Buy
+110
New +$2.67K ﹤0.01% 509

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's IYH Position: Q2 2014 in Review

Tradewinds Capital Management sold out of iShares US Healthcare ETF (IYH) in Q2 2014, closing a stake of 110 shares — an estimated $3K sold.

Tradewinds Capital Management first reported a position in IYH in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 162 funds tracked by Wall St. Rank hold IYH as of Q2 2014.

  • Tradewinds Capital Management reported no remaining iShares US Healthcare ETF position as of Q2 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 110 iShares US Healthcare ETF shares in Q2 2014, an estimated $3K.
  • Tradewinds Capital Management first reported a position in iShares US Healthcare ETF in Q1 2014 and held it in 1 quarter.
  • Tradewinds Capital Management's iShares US Healthcare ETF position peaked at $3K in Q1 2014.
  • 162 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2014.

Based on Tradewinds Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.