Crewe Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Crewe Advisors’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
2019 Q1	–	Sell	-13,680	Closed	-$452K	–	260
2018 Q4	$452K	Sell	13,680 -755	-5%	-$28.6K	0.14%	34
2018 Q3	$577K	Sell	14,435 -345	-2%	-$13.1K	0.49%	24
2018 Q2	$519K	Sell	14,780 -685	-4%	-$23.3K	0.48%	26
2018 Q1	$488K	Sell	15,465 -85	-0.5%	-$2.76K	0.48%	24
2017 Q4	$488K	Buy	+15,550	New	+$468K	0.48%	26

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crewe Advisors's IHF Position: Q1 2019 in Review

Crewe Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2019, closing a stake of 13,680 shares — an estimated $452K sold.

Crewe Advisors first reported a position in IHF in Q4 2017 and held it in 5 quarters. The position peaked at $577K in Q3 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q1 2019.

Crewe Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2019 after selling out during the quarter.
Crewe Advisors sold 13,680 iShares US Healthcare Providers ETF shares in Q1 2019, an estimated $452K.
Crewe Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and held it in 5 quarters.
Crewe Advisors's iShares US Healthcare Providers ETF position peaked at $577K in Q3 2018.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2019.

Based on Crewe Advisors's 13F filing for Q1 2019, filed 10 May 2019.