EWM
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Edge Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Edge Wealth Management’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
2016
Q1 		– Sell
-660
Closed -$14K – 477
2015
Q4 		$14K Hold
660
– – 0.01% 262
2015
Q3 		$12K Hold
660
– – ﹤0.01% 273
2015
Q2 		$13K Hold
660
– – ﹤0.01% 283
2015
Q1 		$13K Hold
660
– – ﹤0.01% 288
2014
Q4 		$13K Buy
+660
New +$11.9K ﹤0.01% 290

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Bank of America
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JCM
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Wells Fargo
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Goldman Sachs
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UBS Group
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return