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

Concert Wealth Management’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
2017
Q2 		– Sell
-17,055
Closed -$435K – 283
2017
Q1 		$435K Hold
17,055
– – 0.1% 279
2016
Q4 		$435K Sell
17,055
-17,630
-51% -$434K 0.1% 283
2016
Q3 		$853K Sell
34,685
-375
-1% -$9.43K 0.1% 247
2016
Q2 		$895K Buy
35,060
+8,185
+30% +$205K 0.12% 224
2016
Q1 		$648K Sell
26,875
-710
-3% -$16.5K 0.09% 284
2015
Q4 		$678K Buy
27,585
+850
+3% +$21.1K 0.09% 285
2015
Q3 		$657K Buy
26,735
+2,525
+10% +$68.9K 0.09% 284
2015
Q2 		$685K Buy
+24,210
New +$657K 0.09% 292
2015
Q1 		– Sell
-25,340
Closed -$608K – 550
2014
Q4 		$608K Buy
25,340
+5,145
+25% +$116K 0.09% 280
2014
Q3 		$438K Hold
20,195
– – 0.06% 298
2014
Q2 		$402K Sell
20,195
-1,300
-6% -$25.6K 0.05% 338
2014
Q1 		$426K Buy
21,495
+4,110
+24% +$77.8K 0.05% 316
2013
Q4 		$318K Buy
17,385
+2,710
+18% +$48.9K 0.04% 359
2013
Q3 		$261K Buy
+14,675
New +$256K 0.04% 400

Other funds holding IHF

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Concert Wealth Management's IHF Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2017, closing a stake of 17,055 shares — an estimated $435K sold.

Concert Wealth Management first reported a position in IHF in Q3 2013 and held it in 14 quarters. The position peaked at $895K in Q2 2016. 104 funds tracked by Wall St. Rank hold IHF as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 17,055 iShares US Healthcare Providers ETF shares in Q2 2017, an estimated $435K.
  • Concert Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q3 2013 and held it in 14 quarters.
  • Concert Wealth Management's iShares US Healthcare Providers ETF position peaked at $895K in Q2 2016.
  • 104 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.