Baird’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Baird’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
2015 Q1	$247K	Buy	4,293 +90	+2%	+$4.92K	﹤0.01%	1162
2014 Q4	$212K	Sell	4,203 -240	-5%	-$11.7K	﹤0.01%	1188
2014 Q3	$208K	Hold	4,443	–	–	﹤0.01%	1042
2014 Q2	$200K	Buy	+4,443	New	+$191K	﹤0.01%	1101

Other funds holding IHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BWM

Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return

Baird's IHE Position: Q1 2015 in Review

Baird increased its iShares US Pharmaceuticals ETF (IHE) stake by 2.1% in Q1 2015, buying an estimated $4.92K and bringing the position to 4,293 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Baird first reported a position in IHE in Q2 2014 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold IHE as of Q1 2015.

Baird held 4,293 shares of iShares US Pharmaceuticals ETF worth $247K as of Q1 2015.
Baird bought 90 iShares US Pharmaceuticals ETF shares in Q1 2015, an estimated $4.92K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1162 holding.
Baird first reported a position in iShares US Pharmaceuticals ETF in Q2 2014 and has held it in 4 quarters since.
111 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.