Clear Perspective Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Clear Perspective Advisors’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 Q2	–	Sell	-1,050	Closed	-$52K	–	500
2018 Q1	$52K	Sell	1,050 -1,350	-56%	-$69.3K	0.04%	236
2017 Q4	$124K	Hold	2,400	–	–	0.09%	168
2017 Q3	$125K	Sell	2,400 -450	-16%	-$23.1K	0.1%	166
2017 Q2	$147K	Hold	2,850	–	–	0.12%	143
2017 Q1	$143K	Sell	2,850 -225	-7%	-$11.1K	0.09%	143
2016 Q4	$145K	Buy	+3,075	New	+$146K	0.1%	142

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

MCM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's IHE Position: Q2 2018 in Review

Clear Perspective Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2018, closing a stake of 1,050 shares — an estimated $52K sold.

Clear Perspective Advisors first reported a position in IHE in Q4 2016 and held it in 6 quarters. The position peaked at $147K in Q2 2017. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

Clear Perspective Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,050 iShares US Pharmaceuticals ETF shares in Q2 2018, an estimated $52K.
Clear Perspective Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's iShares US Pharmaceuticals ETF position peaked at $147K in Q2 2017.
95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.