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B. Riley Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-820
Closed -$20 – 1241
2014
Q4 		$20 Buy
+820
New +$18.4K ﹤0.01% 2545
2014
Q3 		– Sell
-790
Closed -$16.2K – 1243
2014
Q2 		$16.2K Buy
+790
New +$15.6K ﹤0.01% 1560

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

B. Riley Wealth Advisors's IHF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2015, closing a stake of 820 shares — an estimated $20 sold.

B. Riley Wealth Advisors first reported a position in IHF in Q2 2014 and held it in 2 quarters. The position peaked at $16.2K in Q2 2014. 79 funds tracked by Wall St. Rank hold IHF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 820 iShares US Healthcare Providers ETF shares in Q1 2015, an estimated $20.
  • B. Riley Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $16.2K in Q2 2014.
  • 79 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.