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Cumberland Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Cumberland Partners’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
2020
Q1 		– Sell
-300
Closed -$13K – 174
2019
Q4 		$13K Buy
+300
New +$12.6K ﹤0.01% 162

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cumberland Partners's IHI Position: Q1 2020 in Review

Cumberland Partners sold out of iShares US Medical Devices ETF (IHI) in Q1 2020, closing a stake of 300 shares — an estimated $13K sold.

Cumberland Partners first reported a position in IHI in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 364 funds tracked by Wall St. Rank hold IHI as of Q1 2020.

  • Cumberland Partners reported no remaining iShares US Medical Devices ETF position as of Q1 2020 after selling out during the quarter.
  • Cumberland Partners sold 300 iShares US Medical Devices ETF shares in Q1 2020, an estimated $13K.
  • Cumberland Partners first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 1 quarter.
  • Cumberland Partners's iShares US Medical Devices ETF position peaked at $13K in Q4 2019.
  • 364 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2020.

Based on Cumberland Partners's 13F filing for Q1 2020, filed 13 May 2020.