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Calton & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Calton & Associates’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
Q1 		– Sell
-192
Closed -$5K – 791
2017
Q4 		$5K Buy
+192
New +$5.54K ﹤0.01% 1249

Other funds holding IHI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Calton & Associates sold out of iShares US Medical Devices ETF (IHI) in Q1 2018, closing a stake of 192 shares — an estimated $5K sold.

Calton & Associates first reported a position in IHI in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 172 funds tracked by Wall St. Rank hold IHI as of Q1 2018.

  • Calton & Associates reported no remaining iShares US Medical Devices ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 192 iShares US Medical Devices ETF shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares US Medical Devices ETF position peaked at $5K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2018.

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