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EFG Asset Management (Americas)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

EFG Asset Management (Americas)’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
2016
Q3 		– Sell
-133,692
Closed -$6.43M – 121
2016
Q2 		$6.43M Sell
133,692
-29,205
-18% -$1.39M 3.03% 5
2016
Q1 		$7.43M Buy
+162,897
New +$7.62M 3.72% 5

Other funds holding IHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

EFG Asset Management (Americas)'s IHE Position: Q3 2016 in Review

EFG Asset Management (Americas) sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2016, closing a stake of 133,692 shares — an estimated $6.43M sold.

EFG Asset Management (Americas) first reported a position in IHE in Q1 2016 and held it in 2 quarters. The position peaked at $7.43M in Q1 2016. 84 funds tracked by Wall St. Rank hold IHE as of Q3 2016.

  • EFG Asset Management (Americas) reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2016 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 133,692 iShares US Pharmaceuticals ETF shares in Q3 2016, an estimated $6.43M.
  • EFG Asset Management (Americas) first reported a position in iShares US Pharmaceuticals ETF in Q1 2016 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s iShares US Pharmaceuticals ETF position peaked at $7.43M in Q1 2016.
  • 84 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2016, filed 14 Nov 2016.