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BerganKDV Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

BerganKDV Wealth Management’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
2019
Q3 		– Sell
-393
Closed -$20K – 719
2019
Q2 		$20K Buy
+393
New +$19.4K ﹤0.01% 427

Other funds holding IHE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BerganKDV Wealth Management's IHE Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2019, closing a stake of 393 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in IHE in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 82 funds tracked by Wall St. Rank hold IHE as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 393 iShares US Pharmaceuticals ETF shares in Q3 2019, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares US Pharmaceuticals ETF position peaked at $20K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.