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Certified Advisory Corp’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Certified Advisory Corp’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
Q1 		– Sell
-180
Closed -$9K – 760
2017
Q4 		$9K Buy
+180
New +$9.25K 0.01% 484

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Certified Advisory Corp's IHE Position: Q1 2018 in Review

Certified Advisory Corp sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2018, closing a stake of 180 shares — an estimated $9K sold.

Certified Advisory Corp first reported a position in IHE in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 101 funds tracked by Wall St. Rank hold IHE as of Q1 2018.

  • Certified Advisory Corp reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 180 iShares US Pharmaceuticals ETF shares in Q1 2018, an estimated $9K.
  • Certified Advisory Corp first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 1 quarter.
  • Certified Advisory Corp's iShares US Pharmaceuticals ETF position peaked at $9K in Q4 2017.
  • 101 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.