BOK Financial’s iShares US Pharmaceuticals ETF IHE Stock Holding History

BOK Financial’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
2018 Q2	–	Sell	-5,784	Closed	-$284K	–	937
2018 Q1	$284K	Hold	5,784	–	–	0.01%	788
2017 Q4	$298K	Hold	5,784	–	–	0.01%	787
2017 Q3	$301K	Sell	5,784 -228	-4%	-$11.7K	0.01%	793
2017 Q2	$311K	Buy	6,012 +228	+4%	+$11.5K	0.01%	739
2017 Q1	$291K	Hold	5,784	–	–	0.01%	768
2016 Q4	$273K	Buy	+5,784	New	+$274K	0.01%	766
2016 Q1	–	Sell	-3,900	Closed	-$210K	–	867
2015 Q4	$210K	Buy	+3,900	New	+$205K	0.01%	784

Other funds holding IHE

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

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

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

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

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

BOK Financial's IHE Position: Q2 2018 in Review

BOK Financial sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2018, closing a stake of 5,784 shares — an estimated $284K sold.

BOK Financial first reported a position in IHE in Q4 2015 and held it in 7 quarters. The position peaked at $311K in Q2 2017. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

BOK Financial reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
BOK Financial sold 5,784 iShares US Pharmaceuticals ETF shares in Q2 2018, an estimated $284K.
BOK Financial first reported a position in iShares US Pharmaceuticals ETF in Q4 2015 and held it in 7 quarters.
BOK Financial's iShares US Pharmaceuticals ETF position peaked at $311K in Q2 2017.
95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on BOK Financial's 13F filing for Q2 2018, filed 13 Aug 2018.