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Cavalier Investments’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cavalier Investments’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
2015
Q4 		– Sell
-81,135
Closed -$2.01M – 118
2015
Q3 		$2.01M Buy
+81,135
New +$2.22M 1.68% 11

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cavalier Investments's IHF Position: Q4 2015 in Review

Cavalier Investments sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2015, closing a stake of 81,135 shares — an estimated $2.01M sold.

Cavalier Investments first reported a position in IHF in Q3 2015 and held it in 1 quarter. The position peaked at $2.01M in Q3 2015. 102 funds tracked by Wall St. Rank hold IHF as of Q4 2015.

  • Cavalier Investments reported no remaining iShares US Healthcare Providers ETF position as of Q4 2015 after selling out during the quarter.
  • Cavalier Investments sold 81,135 iShares US Healthcare Providers ETF shares in Q4 2015, an estimated $2.01M.
  • Cavalier Investments first reported a position in iShares US Healthcare Providers ETF in Q3 2015 and held it in 1 quarter.
  • Cavalier Investments's iShares US Healthcare Providers ETF position peaked at $2.01M in Q3 2015.
  • 102 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2015.

Based on Cavalier Investments's 13F filing for Q4 2015, filed 8 Feb 2016.