Bridgeworth’s iShares US Medical Devices ETF IHI Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-432	Closed	-$14K	–	312
2018 Q2	$14K	Buy	+432	New	+$14.1K	0.01%	402

Other funds holding IHI

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

Bridgeworth's IHI Position: Q3 2018 in Review

Bridgeworth sold out of iShares US Medical Devices ETF (IHI) in Q3 2018, closing a stake of 432 shares — an estimated $14K sold.

Bridgeworth first reported a position in IHI in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 227 funds tracked by Wall St. Rank hold IHI as of Q3 2018.

Bridgeworth reported no remaining iShares US Medical Devices ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 432 iShares US Medical Devices ETF shares in Q3 2018, an estimated $14K.
Bridgeworth first reported a position in iShares US Medical Devices ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares US Medical Devices ETF position peaked at $14K in Q2 2018.
227 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.