Capital Directions Investment Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Capital Directions Investment Advisors’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 Q2	–	Sell	-300	Closed	-$15K	–	161
2018 Q1	$15K	Hold	300	–	–	﹤0.01%	87
2017 Q4	$15K	Hold	300	–	–	﹤0.01%	84
2017 Q3	$16K	Hold	300	–	–	0.01%	89
2017 Q2	$16K	Hold	300	–	–	0.01%	80
2017 Q1	$15K	Hold	300	–	–	0.01%	75
2016 Q4	$14K	Hold	300	–	–	0.01%	68
2016 Q3	$15K	Hold	300	–	–	0.01%	67
2016 Q2	$14K	Hold	300	–	–	0.01%	67
2016 Q1	$14K	Hold	300	–	–	0.01%	56
2015 Q4	$16K	Buy	+300	New	+$15.8K	0.01%	65

Other funds holding IHE

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

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

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

Capital Directions Investment Advisors's IHE Position: Q2 2018 in Review

Capital Directions Investment Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2018, closing a stake of 300 shares — an estimated $15K sold.

Capital Directions Investment Advisors first reported a position in IHE in Q4 2015 and held it in 10 quarters. The position peaked at $16K in Q3 2017. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

Capital Directions Investment Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
Capital Directions Investment Advisors sold 300 iShares US Pharmaceuticals ETF shares in Q2 2018, an estimated $15K.
Capital Directions Investment Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2015 and held it in 10 quarters.
Capital Directions Investment Advisors's iShares US Pharmaceuticals ETF position peaked at $16K in Q3 2017.
95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.