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

B. Riley Wealth Management’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
2016
Q1 		– Sell
-11,325
Closed -$281K – 149
2015
Q4 		$281K Sell
11,325
-415
-4% -$10.3K 0.36% 101
2015
Q3 		$290K Buy
11,740
+650
+6% +$17.7K 0.41% 89
2015
Q2 		$317K Buy
+11,090
New +$301K 0.25% 115

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

B. Riley Wealth Management's IHF Position: Q1 2016 in Review

B. Riley Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2016, closing a stake of 11,325 shares — an estimated $281K sold.

B. Riley Wealth Management first reported a position in IHF in Q2 2015 and held it in 3 quarters. The position peaked at $317K in Q2 2015. 103 funds tracked by Wall St. Rank hold IHF as of Q1 2016.

  • B. Riley Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2016 after selling out during the quarter.
  • B. Riley Wealth Management sold 11,325 iShares US Healthcare Providers ETF shares in Q1 2016, an estimated $281K.
  • B. Riley Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and held it in 3 quarters.
  • B. Riley Wealth Management's iShares US Healthcare Providers ETF position peaked at $317K in Q2 2015.
  • 103 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2016.

Based on B. Riley Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.