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Cornerstone Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-42,399
Closed -$89K – 718
2018
Q3 		$89K Sell
42,399
-34,593
-45% -$1.89M ﹤0.01% 1271
2018
Q2 		$169K Buy
+76,992
New +$3.82M ﹤0.01% 1367

Other funds holding IHE

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
BW
Biegel & Waller Columbia, Maryland $179M AUM 1.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Management's IHE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2018, closing a stake of 42,399 shares — an estimated $89K sold.

Cornerstone Wealth Management first reported a position in IHE in Q2 2018 and held it in 2 quarters. The position peaked at $169K in Q2 2018. 96 funds tracked by Wall St. Rank hold IHE as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 42,399 iShares US Pharmaceuticals ETF shares in Q4 2018, an estimated $89K.
  • Cornerstone Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares US Pharmaceuticals ETF position peaked at $169K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.