Beaumont Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Beaumont Financial Advisors’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
2020 Q3	–	Sell	-40,680	Closed	-$1.79M	–	314
2020 Q2	$1.79M	Buy	40,680 +21,594	+113%	+$923K	0.19%	94
2020 Q1	$717K	Sell	19,086 -2,322	-11%	-$97.8K	0.09%	119
2019 Q4	$943K	Sell	21,408 -16,398	-43%	-$689K	0.09%	137
2019 Q3	$1.56M	Buy	+37,806	New	+$1.55M	0.16%	101
2019 Q2	–	Sell	-44,310	Closed	-$1.71M	–	250
2019 Q1	$1.71M	Sell	44,310 -58,770	-57%	-$2.13M	0.18%	88
2018 Q4	$3.43M	Buy	103,080 +858	+0.8%	+$29.7K	0.56%	44
2018 Q3	$3.88M	Buy	102,222 +7,536	+8%	+$268K	0.39%	59
2018 Q2	$3.17M	Buy	94,686 +44,244	+88%	+$1.44M	0.34%	62
2018 Q1	$1.55M	Sell	50,442 -54,390	-52%	-$1.68M	0.17%	83
2017 Q4	$3.03M	Sell	104,832 -2,208	-2%	-$63.7K	0.36%	65
2017 Q3	$2.98M	Buy	107,040 +402	+0.4%	+$11.1K	0.37%	64
2017 Q2	$2.96M	Buy	106,638 +49,776	+88%	+$1.32M	0.38%	64
2017 Q1	$1.44M	Buy	+56,862	New	+$1.38M	0.2%	88

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

Beaumont Financial Advisors's IHI Position: Q3 2020 in Review

Beaumont Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 40,680 shares — an estimated $1.79M sold.

Beaumont Financial Advisors first reported a position in IHI in Q1 2017 and held it in 13 quarters. The position peaked at $3.88M in Q3 2018. 488 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

Beaumont Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
Beaumont Financial Advisors sold 40,680 iShares US Medical Devices ETF shares in Q3 2020, an estimated $1.79M.
Beaumont Financial Advisors first reported a position in iShares US Medical Devices ETF in Q1 2017 and held it in 13 quarters.
Beaumont Financial Advisors's iShares US Medical Devices ETF position peaked at $3.88M in Q3 2018.
488 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on Beaumont Financial Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.