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Caprock Group’s iShares US Medical Devices ETF IHI Stock Holding History

Caprock Group’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
2016
Q3 		– Sell
-8,904
Closed -$201K – 374
2016
Q2 		$201K Buy
+8,904
New +$193K 0.05% 260

Other funds holding IHI

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caprock Group's IHI Position: Q3 2016 in Review

Caprock Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2016, closing a stake of 8,904 shares — an estimated $201K sold.

Caprock Group first reported a position in IHI in Q2 2016 and held it in 1 quarter. The position peaked at $201K in Q2 2016. 122 funds tracked by Wall St. Rank hold IHI as of Q3 2016.

  • Caprock Group reported no remaining iShares US Medical Devices ETF position as of Q3 2016 after selling out during the quarter.
  • Caprock Group sold 8,904 iShares US Medical Devices ETF shares in Q3 2016, an estimated $201K.
  • Caprock Group first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 1 quarter.
  • Caprock Group's iShares US Medical Devices ETF position peaked at $201K in Q2 2016.
  • 122 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2016.

Based on Caprock Group's 13F filing for Q3 2016, filed 15 Nov 2016.