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Catamount Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Catamount Wealth Management’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
2015
Q3 		– Sell
-1,320
Closed -$77K – 169
2015
Q2 		$77K Buy
1,320
+45
+4% +$2.63K 0.06% 51
2015
Q1 		$73K Buy
+1,275
New +$69.7K 0.06% 47

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AWA
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BWM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
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SFI
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Catamount Wealth Management's IHE Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2015, closing a stake of 1,320 shares — an estimated $77K sold.

Catamount Wealth Management first reported a position in IHE in Q1 2015 and held it in 2 quarters. The position peaked at $77K in Q2 2015. 102 funds tracked by Wall St. Rank hold IHE as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 1,320 iShares US Pharmaceuticals ETF shares in Q3 2015, an estimated $77K.
  • Catamount Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares US Pharmaceuticals ETF position peaked at $77K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.