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

Weatherstone 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
2013
Q4 		– Sell
-95,465
Closed -$2.05M – 85
2013
Q3 		$2.05M Buy
95,465
+31,370
+49% +$665K 0.53% 26
2013
Q2 		$1.29M Buy
+64,095
New +$1.29M 0.55% 34

Other funds holding IYH

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Weatherstone Capital Management's IYH Position: Q4 2013 in Review

Weatherstone Capital Management sold out of iShares US Healthcare ETF (IYH) in Q4 2013, closing a stake of 95,465 shares — an estimated $2.05M sold.

Weatherstone Capital Management first reported a position in IYH in Q2 2013 and held it in 2 quarters. The position peaked at $2.05M in Q3 2013. 148 funds tracked by Wall St. Rank hold IYH as of Q4 2013.

  • Weatherstone Capital Management reported no remaining iShares US Healthcare ETF position as of Q4 2013 after selling out during the quarter.
  • Weatherstone Capital Management sold 95,465 iShares US Healthcare ETF shares in Q4 2013, an estimated $2.05M.
  • Weatherstone Capital Management first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 2 quarters.
  • Weatherstone Capital Management's iShares US Healthcare ETF position peaked at $2.05M in Q3 2013.
  • 148 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2013.

Based on Weatherstone Capital Management's 13F filing for Q4 2013, filed 18 Feb 2014.