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Essex Financial Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Essex Financial Services’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-9,835
Closed -$240K – 312
2016
Q1 		$240K Sell
9,835
-3,350
-25% -$78.1K 0.06% 263
2015
Q4 		$328K Sell
13,185
-2,085
-14% -$51.8K 0.08% 220
2015
Q3 		$378K Buy
15,270
+7,060
+86% +$193K 0.1% 209
2015
Q2 		$235K Buy
+8,210
New +$223K 0.06% 280

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Essex Financial Services's IHF Position: Q2 2016 in Review

Essex Financial Services sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2016, closing a stake of 9,835 shares — an estimated $240K sold.

Essex Financial Services first reported a position in IHF in Q2 2015 and held it in 4 quarters. The position peaked at $378K in Q3 2015. 100 funds tracked by Wall St. Rank hold IHF as of Q2 2016.

  • Essex Financial Services reported no remaining iShares US Healthcare Providers ETF position as of Q2 2016 after selling out during the quarter.
  • Essex Financial Services sold 9,835 iShares US Healthcare Providers ETF shares in Q2 2016, an estimated $240K.
  • Essex Financial Services first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and held it in 4 quarters.
  • Essex Financial Services's iShares US Healthcare Providers ETF position peaked at $378K in Q3 2015.
  • 100 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2016.

Based on Essex Financial Services's 13F filing for Q2 2016, filed 28 Jul 2016.