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Evercore Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Evercore Wealth Management’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
Q4 		– Sell
-1,560
Closed -$39K – 1057
2016
Q3 		$39K Hold
1,560
– – ﹤0.01% 649
2016
Q2 		$40K Hold
1,560
– – ﹤0.01% 621
2016
Q1 		$38K Hold
1,560
– – ﹤0.01% 619
2015
Q4 		$39K Hold
1,560
– – ﹤0.01% 641
2015
Q3 		$39K Buy
+1,560
New +$42.6K ﹤0.01% 627

Other funds holding IHF

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's IHF Position: Q4 2016 in Review

Evercore Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2016, closing a stake of 1,560 shares — an estimated $39K sold.

Evercore Wealth Management first reported a position in IHF in Q3 2015 and held it in 5 quarters. The position peaked at $40K in Q2 2016. 89 funds tracked by Wall St. Rank hold IHF as of Q4 2016.

  • Evercore Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,560 iShares US Healthcare Providers ETF shares in Q4 2016, an estimated $39K.
  • Evercore Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q3 2015 and held it in 5 quarters.
  • Evercore Wealth Management's iShares US Healthcare Providers ETF position peaked at $40K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.