WF
IHC

WealthTrust Fairport’s Independence Holding Company IHC Stock Holding History

WealthTrust Fairport’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,149
Closed -$198K – 171
2016
Q4 		$198K Hold
10,149
– – 0.02% 152
2016
Q3 		$174K Hold
10,149
– – 0.02% 146
2016
Q2 		$182K Hold
10,149
– – 0.02% 132
2016
Q1 		$162K Hold
10,149
– – 0.02% 132
2015
Q4 		$141K Buy
+10,149
New +$143K 0.02% 140

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust Fairport's IHC Position: Q1 2017 in Review

WealthTrust Fairport sold out of Independence Holding Company (IHC) in Q1 2017, closing a stake of 10,149 shares — an estimated $198K sold.

WealthTrust Fairport first reported a position in IHC in Q4 2015 and held it in 5 quarters. The position peaked at $198K in Q4 2016. 48 funds tracked by Wall St. Rank hold IHC as of Q1 2017.

  • WealthTrust Fairport reported no remaining Independence Holding Company position as of Q1 2017 after selling out during the quarter.
  • WealthTrust Fairport sold 10,149 Independence Holding Company shares in Q1 2017, an estimated $198K.
  • WealthTrust Fairport first reported a position in Independence Holding Company in Q4 2015 and held it in 5 quarters.
  • WealthTrust Fairport's Independence Holding Company position peaked at $198K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2017.

Based on WealthTrust Fairport's 13F filing for Q1 2017, filed 2 May 2017.