Advantage Investment Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Advantage Investment Management’s Portfolio IHE Stock Details IHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-270	Closed	-$14K	–	1027
2017 Q4	$14K	Buy	+270	New	+$13.9K	﹤0.01%	636
2015 Q3	–	Sell	-99	Closed	-$6K	–	859
2015 Q2	$6K	Hold	99	–	–	﹤0.01%	673
2015 Q1	$6K	Buy	+99	New	+$5.42K	﹤0.01%	666

Other funds holding IHE

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advantage Investment Management's IHE Position: Q1 2018 in Review

Advantage Investment Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2018, closing a stake of 270 shares — an estimated $14K sold.

Advantage Investment Management first reported a position in IHE in Q1 2015 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2018.

Advantage Investment Management reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
Advantage Investment Management sold 270 iShares US Pharmaceuticals ETF shares in Q1 2018, an estimated $14K.
Advantage Investment Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2015 and held it in 3 quarters.
Advantage Investment Management's iShares US Pharmaceuticals ETF position peaked at $14K in Q4 2017.
101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.