Biegel & Waller’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Biegel & Waller’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	-119,148	Closed	-$5.99M	–	81
2019 Q2	$5.99M	Sell	119,148 -942	-0.8%	-$46.6K	3.06%	11
2019 Q1	$6.16M	Buy	120,090 +4,842	+4%	+$241K	3.17%	11
2018 Q4	$5.41M	Buy	+115,248	New	+$5.91M	3.2%	10

Other funds holding IHE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Biegel & Waller's IHE Position: Q3 2019 in Review

Biegel & Waller sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2019, closing a stake of 119,148 shares — an estimated $5.99M sold.

Biegel & Waller first reported a position in IHE in Q4 2018 and held it in 3 quarters. The position peaked at $6.16M in Q1 2019. 82 funds tracked by Wall St. Rank hold IHE as of Q3 2019.

Biegel & Waller reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2019 after selling out during the quarter.
Biegel & Waller sold 119,148 iShares US Pharmaceuticals ETF shares in Q3 2019, an estimated $5.99M.
Biegel & Waller first reported a position in iShares US Pharmaceuticals ETF in Q4 2018 and held it in 3 quarters.
Biegel & Waller's iShares US Pharmaceuticals ETF position peaked at $6.16M in Q1 2019.
82 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.