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Dubuque Bank & Trust’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Dubuque Bank & Trust’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
Q4 		– Sell
-1,716
Closed -$85K – 745
2015
Q3 		$85K Hold
1,716
– – 0.02% 245
2015
Q2 		$100K Buy
+1,716
New +$100K 0.02% 253

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dubuque Bank & Trust's IHE Position: Q4 2015 in Review

Dubuque Bank & Trust sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2015, closing a stake of 1,716 shares — an estimated $85K sold.

Dubuque Bank & Trust first reported a position in IHE in Q2 2015 and held it in 2 quarters. The position peaked at $100K in Q2 2015. 103 funds tracked by Wall St. Rank hold IHE as of Q4 2015.

  • Dubuque Bank & Trust reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2015 after selling out during the quarter.
  • Dubuque Bank & Trust sold 1,716 iShares US Pharmaceuticals ETF shares in Q4 2015, an estimated $85K.
  • Dubuque Bank & Trust first reported a position in iShares US Pharmaceuticals ETF in Q2 2015 and held it in 2 quarters.
  • Dubuque Bank & Trust's iShares US Pharmaceuticals ETF position peaked at $100K in Q2 2015.
  • 103 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2015.

Based on Dubuque Bank & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.