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Cobiz Wealth’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-3,250
Closed -$55K – 227
2013
Q2 		$55K Buy
+3,250
New +$52.5K 0.01% 170

Other funds holding IHF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Cobiz Wealth's IHF Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2013, closing a stake of 3,250 shares — an estimated $55K sold.

Cobiz Wealth first reported a position in IHF in Q2 2013 and held it in 1 quarter. The position peaked at $55K in Q2 2013. 41 funds tracked by Wall St. Rank hold IHF as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares US Healthcare Providers ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 3,250 iShares US Healthcare Providers ETF shares in Q3 2013, an estimated $55K.
  • Cobiz Wealth first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares US Healthcare Providers ETF position peaked at $55K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.