Aveo Capital Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Aveo Capital Partners’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 Q3	–	Sell	-5,034	Closed	-$209K	–	185
2019 Q2	$209K	Sell	5,034 -420	-8%	-$15.9K	0.09%	172
2019 Q1	$210K	Sell	5,454 -73,926	-93%	-$2.68M	0.1%	153
2018 Q4	$2.64M	Buy	79,380 +3,180	+4%	+$110K	1.32%	15
2018 Q3	$2.64M	Buy	76,200 +8,514	+13%	+$303K	1.18%	15
2018 Q2	$2.26M	Sell	67,686 -3,270	-5%	-$107K	1%	18
2018 Q1	$2.19M	Buy	70,956 +1,626	+2%	+$50.1K	0.91%	22
2017 Q4	$2M	Buy	69,330 +2,094	+3%	+$60.4K	0.67%	25
2017 Q3	$1.87M	Buy	67,236 +2,202	+3%	+$60.9K	0.65%	22
2017 Q2	$1.81M	Buy	+65,034	New	+$1.72M	0.64%	19

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aveo Capital Partners's IHI Position: Q3 2019 in Review

Aveo Capital Partners sold out of iShares US Medical Devices ETF (IHI) in Q3 2019, closing a stake of 5,034 shares — an estimated $209K sold.

Aveo Capital Partners first reported a position in IHI in Q2 2017 and held it in 9 quarters. The position peaked at $2.64M in Q4 2018. 313 funds tracked by Wall St. Rank hold IHI as of Q3 2019.

Aveo Capital Partners reported no remaining iShares US Medical Devices ETF position as of Q3 2019 after selling out during the quarter.
Aveo Capital Partners sold 5,034 iShares US Medical Devices ETF shares in Q3 2019, an estimated $209K.
Aveo Capital Partners first reported a position in iShares US Medical Devices ETF in Q2 2017 and held it in 9 quarters.
Aveo Capital Partners's iShares US Medical Devices ETF position peaked at $2.64M in Q4 2018.
313 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2019.

Based on Aveo Capital Partners's 13F filing for Q3 2019, filed 7 Nov 2019.