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

Other funds holding IHE

Morgan Stanley New York $1.89T AUM 35.08% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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.