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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.