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Dumont & Blake Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Dumont & Blake Investment Advisors’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
2017
Q1 		– Sell
-41,760
Closed -$927K – 188
2016
Q4 		$927K Buy
41,760
+330
+0.8% +$7.49K 0.43% 81
2016
Q3 		$1M Buy
41,430
+1,080
+3% +$25.7K 0.49% 72
2016
Q2 		$912K Buy
+40,350
New +$874K 0.46% 81

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dumont & Blake Investment Advisors's IHI Position: Q1 2017 in Review

Dumont & Blake Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2017, closing a stake of 41,760 shares — an estimated $927K sold.

Dumont & Blake Investment Advisors first reported a position in IHI in Q2 2016 and held it in 3 quarters. The position peaked at $1M in Q3 2016. 140 funds tracked by Wall St. Rank hold IHI as of Q1 2017.

  • Dumont & Blake Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2017 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 41,760 iShares US Medical Devices ETF shares in Q1 2017, an estimated $927K.
  • Dumont & Blake Investment Advisors first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 3 quarters.
  • Dumont & Blake Investment Advisors's iShares US Medical Devices ETF position peaked at $1M in Q3 2016.
  • 140 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2017.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2017, filed 4 May 2017.