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

Other funds holding IHI

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Edge Wealth Management's IHI Position: Q1 2016 in Review

Edge Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2016, closing a stake of 660 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in IHI in Q4 2014 and held it in 5 quarters. The position peaked at $14K in Q4 2015. 88 funds tracked by Wall St. Rank hold IHI as of Q1 2016.

Edge Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2016 after selling out during the quarter.
Edge Wealth Management sold 660 iShares US Medical Devices ETF shares in Q1 2016, an estimated $14K.
Edge Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2014 and held it in 5 quarters.
Edge Wealth Management's iShares US Medical Devices ETF position peaked at $14K in Q4 2015.
88 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.