AIM
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Advantage Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Advantage Investment Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-48
Closed -$2K – 963
2018
Q4 		$2K Buy
+48
New +$1.66K ﹤0.01% 903
2018
Q3 		– Sell
-54
Closed -$2K – 1048
2018
Q2 		$2K Buy
+54
New +$1.76K ﹤0.01% 867
2017
Q3 		– Sell
-348
Closed -$10K – 1068
2017
Q2 		$10K Buy
348
+282
+427% +$7.47K ﹤0.01% 698
2017
Q1 		$2K Buy
+66
New +$1.6K ﹤0.01% 899
2016
Q3 		– Sell
-600
Closed -$14K – 931
2016
Q2 		$14K Buy
+600
New +$13K 0.01% 527

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return