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Calton & Associates’s iShares US Healthcare Providers ETF IHF Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-485
Closed -$16K – 789
2017
Q4 		$16K Buy
+485
New +$14.6K ﹤0.01% 934

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

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

Calton & Associates sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2018, closing a stake of 485 shares — an estimated $16K sold.

Calton & Associates first reported a position in IHF in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 107 funds tracked by Wall St. Rank hold IHF as of Q1 2018.

  • Calton & Associates reported no remaining iShares US Healthcare Providers ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 485 iShares US Healthcare Providers ETF shares in Q1 2018, an estimated $16K.
  • Calton & Associates first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares US Healthcare Providers ETF position peaked at $16K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2018.

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