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

Vigilant 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
2015 Q1	–	Sell	-750	Closed	-$22K	–	282
2014 Q4	$22K	Hold	750	–	–	﹤0.01%	235
2014 Q3	$20K	Hold	750	–	–	﹤0.01%	226
2014 Q2	$19K	Hold	750	–	–	﹤0.01%	209
2014 Q1	$18K	Buy	+750	New	+$18.2K	﹤0.01%	224

Other funds holding IYH

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Vigilant Capital Management's IYH Position: Q1 2015 in Review

Vigilant Capital Management sold out of iShares US Healthcare ETF (IYH) in Q1 2015, closing a stake of 750 shares — an estimated $22K sold.

Vigilant Capital Management first reported a position in IYH in Q1 2014 and held it in 4 quarters. The position peaked at $22K in Q4 2014. 207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

Vigilant Capital Management reported no remaining iShares US Healthcare ETF position as of Q1 2015 after selling out during the quarter.
Vigilant Capital Management sold 750 iShares US Healthcare ETF shares in Q1 2015, an estimated $22K.
Vigilant Capital Management first reported a position in iShares US Healthcare ETF in Q1 2014 and held it in 4 quarters.
Vigilant Capital Management's iShares US Healthcare ETF position peaked at $22K in Q4 2014.
207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

Based on Vigilant Capital Management's 13F filing for Q1 2015, filed 29 Apr 2015.