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Concert Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Concert Wealth Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,640
Closed -$137K – 700
2016
Q3 		$137K Buy
+5,640
New +$134K 0.02% 711

Other funds holding IHI

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Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concert Wealth Management's IHI Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2016, closing a stake of 5,640 shares — an estimated $137K sold.

Concert Wealth Management first reported a position in IHI in Q3 2016 and held it in 1 quarter. The position peaked at $137K in Q3 2016. 109 funds tracked by Wall St. Rank hold IHI as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 5,640 iShares US Medical Devices ETF shares in Q4 2016, an estimated $137K.
  • Concert Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Medical Devices ETF position peaked at $137K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.