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Trustmark National Bank Trust Department’s iShares US Healthcare ETF IYH Stock Holding History

Trustmark National Bank Trust Department’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
Q3 		– Sell
-16,925
Closed -$434K – 346
2014
Q2 		$434K Sell
16,925
-30,630
-64% -$757K 0.05% 246
2014
Q1 		$1.17M Buy
+47,555
New +$1.16M 0.14% 130

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trustmark National Bank Trust Department's IYH Position: Q3 2014 in Review

Trustmark National Bank Trust Department sold out of iShares US Healthcare ETF (IYH) in Q3 2014, closing a stake of 16,925 shares — an estimated $434K sold.

Trustmark National Bank Trust Department first reported a position in IYH in Q1 2014 and held it in 2 quarters. The position peaked at $1.17M in Q1 2014. 168 funds tracked by Wall St. Rank hold IYH as of Q3 2014.

  • Trustmark National Bank Trust Department reported no remaining iShares US Healthcare ETF position as of Q3 2014 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 16,925 iShares US Healthcare ETF shares in Q3 2014, an estimated $434K.
  • Trustmark National Bank Trust Department first reported a position in iShares US Healthcare ETF in Q1 2014 and held it in 2 quarters.
  • Trustmark National Bank Trust Department's iShares US Healthcare ETF position peaked at $1.17M in Q1 2014.
  • 168 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2014.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2014, filed 14 Nov 2014.