Founders Capital Management (Texas)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Founders Capital Management (Texas)’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
2019 Q3	–	Sell	-1,180	Closed	-$40K	–	325
2019 Q2	$40K	Buy	1,180 +5	+0.4%	+$166	0.04%	128
2019 Q1	$40K	Buy	1,175 +40	+4%	+$1.39K	0.04%	127
2018 Q4	$37K	Buy	1,135 +130	+13%	+$4.93K	0.04%	125
2018 Q3	$40K	Hold	1,005	–	–	0.03%	132
2018 Q2	$35K	Hold	1,005	–	–	0.03%	140
2018 Q1	$32K	Hold	1,005	–	–	0.03%	168
2017 Q4	$32K	Hold	1,005	–	–	0.03%	172
2017 Q3	$30K	Hold	1,005	–	–	0.02%	166
2017 Q2	$30K	Hold	1,005	–	–	0.03%	165
2017 Q1	$27K	Buy	+1,005	New	+$26.6K	0.02%	181

Other funds holding IHF

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Capital Management (Texas)'s IHF Position: Q3 2019 in Review

Founders Capital Management (Texas) sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2019, closing a stake of 1,180 shares — an estimated $40K sold.

Founders Capital Management (Texas) first reported a position in IHF in Q1 2017 and held it in 10 quarters. The position peaked at $40K in Q2 2019. 131 funds tracked by Wall St. Rank hold IHF as of Q3 2019.

Founders Capital Management (Texas) reported no remaining iShares US Healthcare Providers ETF position as of Q3 2019 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,180 iShares US Healthcare Providers ETF shares in Q3 2019, an estimated $40K.
Founders Capital Management (Texas) first reported a position in iShares US Healthcare Providers ETF in Q1 2017 and held it in 10 quarters.
Founders Capital Management (Texas)'s iShares US Healthcare Providers ETF position peaked at $40K in Q2 2019.
131 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2019.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2019, filed 10 Oct 2019.