Cerity Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Cerity Partners’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
2020 Q1	–	Sell	-5,316	Closed	-$284K	–	485
2019 Q4	$284K	Buy	5,316 +114	+2%	+$5.62K	0.01%	439
2019 Q3	$243K	Sell	5,202 -3,009	-37%	-$144K	0.01%	427
2019 Q2	$413K	Hold	8,211	–	–	0.03%	343
2019 Q1	$421K	Sell	8,211 -816	-9%	-$40.6K	0.03%	349
2018 Q4	$424K	Hold	9,027	–	–	0.03%	340
2018 Q3	$505K	Sell	9,027 -87	-1%	-$4.75K	0.04%	328
2018 Q2	$460K	Sell	9,114 -1,194	-12%	-$59.2K	0.03%	346
2018 Q1	$507K	Sell	10,308 -2,133	-17%	-$109K	0.04%	327
2017 Q4	$640K	Sell	12,441 -159	-1%	-$8.17K	0.04%	291
2017 Q3	$657K	Hold	12,600	–	–	0.05%	279
2017 Q2	$652K	Hold	12,600	–	–	0.05%	208
2017 Q1	$634K	Buy	+12,600	New	+$624K	0.05%	234

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cerity Partners's IHE Position: Q1 2020 in Review

Cerity Partners sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2020, closing a stake of 5,316 shares — an estimated $284K sold.

Cerity Partners first reported a position in IHE in Q1 2017 and held it in 12 quarters. The position peaked at $657K in Q3 2017. 92 funds tracked by Wall St. Rank hold IHE as of Q1 2020.

Cerity Partners reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
Cerity Partners sold 5,316 iShares US Pharmaceuticals ETF shares in Q1 2020, an estimated $284K.
Cerity Partners first reported a position in iShares US Pharmaceuticals ETF in Q1 2017 and held it in 12 quarters.
Cerity Partners's iShares US Pharmaceuticals ETF position peaked at $657K in Q3 2017.
92 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2020.

Based on Cerity Partners's 13F filing for Q1 2020, filed 14 May 2020.