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Calton & Associates’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Calton & Associates’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
Q1 		– Sell
-174
Closed -$9K – 788
2017
Q4 		$9K Buy
+174
New +$8.94K ﹤0.01% 1092

Other funds holding IHE

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Calton & Associates's IHE Position: Q1 2018 in Review

Calton & Associates sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2018, closing a stake of 174 shares — an estimated $9K sold.

Calton & Associates first reported a position in IHE in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2018.

  • Calton & Associates reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 174 iShares US Pharmaceuticals ETF shares in Q1 2018, an estimated $9K.
  • Calton & Associates first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares US Pharmaceuticals ETF position peaked at $9K in Q4 2017.
  • 101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.