55I LLC’s iShares US Healthcare Providers ETF IHF Stock Holding History

55I LLC’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-15,000	Closed	-$504K	–	118
2019 Q1	$504K	Buy	+15,000	New	+$522K	0.4%	46

Other funds holding IHF

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

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

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

55I LLC's IHF Position: Q2 2019 in Review

55I LLC sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2019, closing a stake of 15,000 shares — an estimated $504K sold.

55I LLC first reported a position in IHF in Q1 2019 and held it in 1 quarter. The position peaked at $504K in Q1 2019. 145 funds tracked by Wall St. Rank hold IHF as of Q2 2019.

55I LLC reported no remaining iShares US Healthcare Providers ETF position as of Q2 2019 after selling out during the quarter.
55I LLC sold 15,000 iShares US Healthcare Providers ETF shares in Q2 2019, an estimated $504K.
55I LLC first reported a position in iShares US Healthcare Providers ETF in Q1 2019 and held it in 1 quarter.
55I LLC's iShares US Healthcare Providers ETF position peaked at $504K in Q1 2019.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2019.

Based on 55I LLC's 13F filing for Q2 2019, filed 10 Jan 2020.