Vaughan Nelson Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Vaughan Nelson Investment 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
2018 Q2	–	Sell	-31,375	Closed	-$1.08M	–	196
2018 Q1	$1.08M	Hold	31,375	–	–	0.01%	183
2017 Q4	$1.09M	Hold	31,375	–	–	0.01%	187
2017 Q3	$1.08M	Sell	31,375 -2,000	-6%	-$67.4K	0.01%	191
2017 Q2	$1.11M	Hold	33,375	–	–	0.01%	185
2017 Q1	$1.04M	Hold	33,375	–	–	0.01%	170
2016 Q4	$962K	Hold	33,375	–	–	0.01%	169
2016 Q3	$1M	Hold	33,375	–	–	0.01%	169
2016 Q2	$990K	Hold	33,375	–	–	0.01%	169
2016 Q1	$938K	Buy	33,375 +12,125	+57%	+$336K	0.01%	166
2015 Q4	$638K	Hold	21,250	–	–	0.01%	160
2015 Q3	$595K	Buy	+21,250	New	+$662K	0.01%	159

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vaughan Nelson Investment Management's IYH Position: Q2 2018 in Review

Vaughan Nelson Investment Management sold out of iShares US Healthcare ETF (IYH) in Q2 2018, closing a stake of 31,375 shares — an estimated $1.08M sold.

Vaughan Nelson Investment Management first reported a position in IYH in Q3 2015 and held it in 11 quarters. The position peaked at $1.11M in Q2 2017. 240 funds tracked by Wall St. Rank hold IYH as of Q2 2018.

Vaughan Nelson Investment Management reported no remaining iShares US Healthcare ETF position as of Q2 2018 after selling out during the quarter.
Vaughan Nelson Investment Management sold 31,375 iShares US Healthcare ETF shares in Q2 2018, an estimated $1.08M.
Vaughan Nelson Investment Management first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 11 quarters.
Vaughan Nelson Investment Management's iShares US Healthcare ETF position peaked at $1.11M in Q2 2017.
240 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2018.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.