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CPF Texas’s iShares US Healthcare Providers ETF IHF Stock Holding History

CPF Texas’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
2018
Q3 		$293K Buy
7,320
+1,730
+31% +$65.7K 0.14% 134
2018
Q2 		$196K Sell
5,590
-1,830
-25% -$62.2K 0.1% 138
2018
Q1 		$234K Buy
+7,420
New +$241K 0.12% 124

Other funds holding IHF

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

CPF Texas's IHF Position: Q3 2018 in Review

CPF Texas increased its iShares US Healthcare Providers ETF (IHF) stake by 31% in Q3 2018, buying an estimated $65.7K and bringing the position to 7,320 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #134.

CPF Texas first reported a position in IHF in Q1 2018 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold IHF as of Q3 2018.

  • CPF Texas held 7,320 shares of iShares US Healthcare Providers ETF worth $293K as of Q3 2018.
  • CPF Texas bought 1,730 iShares US Healthcare Providers ETF shares in Q3 2018, an estimated $65.7K.
  • iShares US Healthcare Providers ETF made up 0.14% of CPF Texas's portfolio in Q3 2018, its #134 holding.
  • CPF Texas first reported a position in iShares US Healthcare Providers ETF in Q1 2018 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2018.

Based on CPF Texas's 13F filing for Q3 2018, filed 14 Nov 2018.