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Dorchester Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Dorchester Wealth Management’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
2015
Q4 		– Sell
-7,125
Closed -$236K – 111
2015
Q3 		$236K Sell
7,125
-125
-2% -$3.41K 0.09% 104
2015
Q2 		$259K Buy
+7,250
New +$197K 0.09% 109

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Dorchester Wealth Management's IHF Position: Q4 2015 in Review

Dorchester Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2015, closing a stake of 7,125 shares — an estimated $236K sold.

Dorchester Wealth Management first reported a position in IHF in Q2 2015 and held it in 2 quarters. The position peaked at $259K in Q2 2015. 102 funds tracked by Wall St. Rank hold IHF as of Q4 2015.

  • Dorchester Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2015 after selling out during the quarter.
  • Dorchester Wealth Management sold 7,125 iShares US Healthcare Providers ETF shares in Q4 2015, an estimated $236K.
  • Dorchester Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and held it in 2 quarters.
  • Dorchester Wealth Management's iShares US Healthcare Providers ETF position peaked at $259K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2015.

Based on Dorchester Wealth Management's 13F filing for Q4 2015, filed 28 Jan 2016.