Bruderman Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Bruderman Asset Management’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
2019 Q3	–	Sell	-118,656	Closed	-$4.76M	–	122
2019 Q2	$4.76M	Sell	118,656 -43,092	-27%	-$1.63M	1.12%	33
2019 Q1	$6.24M	Sell	161,748 -7,944	-5%	-$288K	1.37%	27
2018 Q4	$5.65M	Buy	169,692 +9,792	+6%	+$339K	1.46%	24
2018 Q3	$6.06M	Buy	159,900 +19,704	+14%	+$700K	1.39%	25
2018 Q2	$4.69M	Buy	140,196 +14,682	+12%	+$478K	1.14%	31
2018 Q1	$3.87M	Buy	125,514 +12,390	+11%	+$382K	0.93%	35
2017 Q4	$3.27M	Buy	113,124 +12,486	+12%	+$360K	0.83%	41
2017 Q3	$2.8M	Buy	100,638 +15,138	+18%	+$419K	0.73%	42
2017 Q2	$2.37M	Buy	85,500 +10,446	+14%	+$277K	0.63%	41
2017 Q1	$1.89M	Buy	75,054 +4,824	+7%	+$117K	0.55%	46
2016 Q4	$1.56M	Buy	70,230 +6,636	+10%	+$151K	0.47%	52
2016 Q3	$1.54M	Buy	63,594 +10,884	+21%	+$259K	0.46%	49
2016 Q2	$1.19M	Buy	+52,710	New	+$1.14M	0.37%	54

Other funds holding IHI

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Bruderman Asset Management's IHI Position: Q3 2019 in Review

Bruderman Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2019, closing a stake of 118,656 shares — an estimated $4.76M sold.

Bruderman Asset Management first reported a position in IHI in Q2 2016 and held it in 13 quarters. The position peaked at $6.24M in Q1 2019. 313 funds tracked by Wall St. Rank hold IHI as of Q3 2019.

Bruderman Asset Management reported no remaining iShares US Medical Devices ETF position as of Q3 2019 after selling out during the quarter.
Bruderman Asset Management sold 118,656 iShares US Medical Devices ETF shares in Q3 2019, an estimated $4.76M.
Bruderman Asset Management first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 13 quarters.
Bruderman Asset Management's iShares US Medical Devices ETF position peaked at $6.24M in Q1 2019.
313 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2019.

Based on Bruderman Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.