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

Anchor 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
2019
Q1 		– Sell
-180
Closed -$8.45K – 798
2018
Q4 		$8.45K Hold
180
– – ﹤0.01% 643
2018
Q3 		$10.1K Hold
180
– – ﹤0.01% 649
2018
Q2 		$9.08K Hold
180
– – ﹤0.01% 673
2018
Q1 		$8.85K Hold
180
– – ﹤0.01% 651
2017
Q4 		$9.26K Hold
180
– – ﹤0.01% 646
2017
Q3 		$9.38K Buy
+180
New +$9.24K ﹤0.01% 629

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Brown Advisory
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Anchor Investment Management's IHE Position: Q1 2019 in Review

Anchor Investment Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2019, closing a stake of 180 shares — an estimated $8.45K sold.

Anchor Investment Management first reported a position in IHE in Q3 2017 and held it in 6 quarters. The position peaked at $10.1K in Q3 2018. 91 funds tracked by Wall St. Rank hold IHE as of Q1 2019.

  • Anchor Investment Management reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2019 after selling out during the quarter.
  • Anchor Investment Management sold 180 iShares US Pharmaceuticals ETF shares in Q1 2019, an estimated $8.45K.
  • Anchor Investment Management first reported a position in iShares US Pharmaceuticals ETF in Q3 2017 and held it in 6 quarters.
  • Anchor Investment Management's iShares US Pharmaceuticals ETF position peaked at $10.1K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2019.

Based on Anchor Investment Management's 13F filing for Q1 2019, filed 3 Jan 2024.