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 $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return