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Brinker Capital Investments’s iShares US Healthcare Providers ETF IHF Stock Holding History

Brinker Capital Investments’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-30,000
Closed -$524K – 400
2013
Q3 		$524K Sell
30,000
-95,000
-76% -$1.66M 0.02% 201
2013
Q2 		$2.1M Buy
+125,000
New +$2.02M 0.09% 144

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brinker Capital Investments's IHF Position: Q4 2013 in Review

Brinker Capital Investments sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2013, closing a stake of 30,000 shares — an estimated $524K sold.

Brinker Capital Investments first reported a position in IHF in Q2 2013 and held it in 2 quarters. The position peaked at $2.1M in Q2 2013. 46 funds tracked by Wall St. Rank hold IHF as of Q4 2013.

  • Brinker Capital Investments reported no remaining iShares US Healthcare Providers ETF position as of Q4 2013 after selling out during the quarter.
  • Brinker Capital Investments sold 30,000 iShares US Healthcare Providers ETF shares in Q4 2013, an estimated $524K.
  • Brinker Capital Investments first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and held it in 2 quarters.
  • Brinker Capital Investments's iShares US Healthcare Providers ETF position peaked at $2.1M in Q2 2013.
  • 46 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2013.

Based on Brinker Capital Investments's 13F filing for Q4 2013, filed 14 Feb 2014.