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Winslow Evans & Crocker’s iShares US Healthcare ETF IYH Stock Holding History

Winslow Evans & Crocker’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
2019
Q1 		– Sell
-200
Closed -$8K – 1340
2018
Q4 		$8K Hold
200
– – ﹤0.01% 816
2018
Q3 		$10K Hold
200
– – ﹤0.01% 795
2018
Q2 		$8K Hold
200
– – ﹤0.01% 847
2018
Q1 		$6.91K Hold
200
– – ﹤0.01% 859
2017
Q4 		$6.97K Hold
200
– – ﹤0.01% 875
2017
Q3 		$6.88K Sell
200
-880
-81% -$29.7K ﹤0.01% 883
2017
Q2 		$35.9K Hold
1,080
– – 0.01% 629
2017
Q1 		$33.6K Sell
1,080
-1,340
-55% -$40.9K 0.01% 623
2016
Q4 		$69.6K Hold
2,420
– – 0.02% 459
2016
Q3 		$72.6K Sell
2,420
-100
-4% -$3.06K 0.02% 463
2016
Q2 		$74.6K Buy
2,520
+5
+0.2% +$146 0.02% 435
2016
Q1 		$70.7K Sell
2,515
-5
-0.2% -$138 0.02% 433
2015
Q4 		$75.5K Hold
2,520
– – 0.02% 449
2015
Q3 		$70.4K Hold
2,520
– – 0.02% 454
2015
Q2 		$79.8K Sell
2,520
-320
-11% -$10.1K 0.02% 464
2015
Q1 		$87.5K Hold
2,840
– – 0.02% 446
2014
Q4 		$81.7K Sell
2,840
-37,780
-93% -$1.06M 0.02% 452
2014
Q3 		$1.09M Sell
40,620
-285
-0.7% -$7.51K 0.31% 74
2014
Q2 		$1.05M Sell
40,905
-21,165
-34% -$523K 0.35% 76
2014
Q1 		$1.53M Buy
62,070
+17,535
+39% +$426K 0.53% 48
2013
Q4 		$1.04M Buy
+44,535
New +$1M 0.35% 63

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Winslow Evans & Crocker's IYH Position: Q1 2019 in Review

Winslow Evans & Crocker sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

Winslow Evans & Crocker first reported a position in IYH in Q4 2013 and held it in 21 quarters. The position peaked at $1.53M in Q1 2014. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • Winslow Evans & Crocker reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 iShares US Healthcare ETF shares in Q1 2019, an estimated $8K.
  • Winslow Evans & Crocker first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 21 quarters.
  • Winslow Evans & Crocker's iShares US Healthcare ETF position peaked at $1.53M in Q1 2014.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Winslow Evans & Crocker's 13F filing for Q1 2019, filed 22 Apr 2019.