Advocacy Wealth Management Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Advocacy Wealth Management Services’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
2017 Q4	–	Sell	-435	Closed	-$13K	–	235
2017 Q3	$13K	Hold	435	–	–	0.01%	164
2017 Q2	$13K	Hold	435	–	–	﹤0.01%	162
2017 Q1	$12K	Sell	435 -25	-5%	-$662	﹤0.01%	185
2016 Q4	$12K	Hold	460	–	–	﹤0.01%	178
2016 Q3	$11K	Buy	460 +220	+92%	+$5.53K	﹤0.01%	260
2016 Q2	$6K	Sell	240 -10	-4%	-$250	﹤0.01%	335
2016 Q1	$6K	Buy	+250	New	+$5.83K	﹤0.01%	401

Other funds holding IHF

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Advocacy Wealth Management Services's IHF Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2017, closing a stake of 435 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in IHF in Q1 2016 and held it in 7 quarters. The position peaked at $13K in Q3 2017. 106 funds tracked by Wall St. Rank hold IHF as of Q4 2017.

Advocacy Wealth Management Services reported no remaining iShares US Healthcare Providers ETF position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 435 iShares US Healthcare Providers ETF shares in Q4 2017, an estimated $13K.
Advocacy Wealth Management Services first reported a position in iShares US Healthcare Providers ETF in Q1 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's iShares US Healthcare Providers ETF position peaked at $13K in Q3 2017.
106 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.