Estate Counselors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Estate Counselors’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
2018 Q2	–	Sell	-6,900	Closed	-$339K	–	66
2018 Q1	$339K	Buy	+6,900	New	+$354K	0.06%	64
2017 Q3	–	Sell	-12,900	Closed	-$667K	–	59
2017 Q2	$667K	Buy	12,900 +7,500	+139%	+$379K	0.15%	52
2017 Q1	$272K	Hold	5,400	–	–	0.07%	61
2016 Q4	$255K	Hold	5,400	–	–	0.07%	67
2016 Q3	$269K	Sell	5,400 -660	-11%	-$33.5K	0.1%	51
2016 Q2	$292K	Sell	6,060 -5,880	-49%	-$280K	0.12%	53
2016 Q1	$545K	Sell	11,940 -32,505	-73%	-$1.52M	0.24%	42
2015 Q4	$2.4M	Buy	44,445 +8,550	+24%	+$450K	0.98%	27
2015 Q3	$1.76M	Sell	35,895 -7,770	-18%	-$445K	0.71%	33
2015 Q2	$2.54M	Sell	43,665 -1,800	-4%	-$105K	0.88%	29
2015 Q1	$2.61M	Sell	45,465 -1,500	-3%	-$82.1K	0.93%	29
2014 Q4	$2.37M	Sell	46,965 -5,040	-10%	-$246K	0.84%	30
2014 Q3	$2.43M	Hold	52,005	–	–	0.94%	28
2014 Q2	$2.34M	Sell	52,005 -3,450	-6%	-$148K	0.89%	28
2014 Q1	$2.34M	Sell	55,455 -240	-0.4%	-$10.1K	0.94%	28
2013 Q4	$2.19M	Hold	55,695	–	–	0.97%	28
2013 Q3	$1.98M	Sell	55,695 -1,320	-2%	-$46.5K	0.91%	28
2013 Q2	$1.91M	Buy	+57,015	New	+$1.89M	0.97%	27

Other funds holding IHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Estate Counselors's IHE Position: Q2 2018 in Review

Estate Counselors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2018, closing a stake of 6,900 shares — an estimated $339K sold.

Estate Counselors first reported a position in IHE in Q2 2013 and held it in 18 quarters. The position peaked at $2.61M in Q1 2015. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

Estate Counselors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
Estate Counselors sold 6,900 iShares US Pharmaceuticals ETF shares in Q2 2018, an estimated $339K.
Estate Counselors first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 18 quarters.
Estate Counselors's iShares US Pharmaceuticals ETF position peaked at $2.61M in Q1 2015.
95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on Estate Counselors's 13F filing for Q2 2018, filed 8 Aug 2018.