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Crosspoint Capital Strategies’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Crosspoint Capital Strategies’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
2015
Q2 		– Sell
-33
Closed -$2K – 629
2015
Q1 		$2K Buy
+33
New +$1.8K ﹤0.01% 492

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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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return

Crosspoint Capital Strategies's IHE Position: Q2 2015 in Review

Crosspoint Capital Strategies sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2015, closing a stake of 33 shares — an estimated $2K sold.

Crosspoint Capital Strategies first reported a position in IHE in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 120 funds tracked by Wall St. Rank hold IHE as of Q2 2015.

  • Crosspoint Capital Strategies reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 33 iShares US Pharmaceuticals ETF shares in Q2 2015, an estimated $2K.
  • Crosspoint Capital Strategies first reported a position in iShares US Pharmaceuticals ETF in Q1 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's iShares US Pharmaceuticals ETF position peaked at $2K in Q1 2015.
  • 120 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q2 2015, filed 24 Aug 2015.