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Geneva Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Geneva Advisors’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
2015
Q3 		– Sell
-20,150
Closed -$576K – 667
2015
Q2 		$576K Buy
20,150
+1,325
+7% +$35.9K 0.01% 405
2015
Q1 		$501K Buy
18,825
+7,225
+62% +$180K 0.01% 416
2014
Q4 		$275K Buy
+11,600
New +$261K 0.01% 531

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Geneva Advisors's IHF Position: Q3 2015 in Review

Geneva Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2015, closing a stake of 20,150 shares — an estimated $576K sold.

Geneva Advisors first reported a position in IHF in Q4 2014 and held it in 3 quarters. The position peaked at $576K in Q2 2015. 97 funds tracked by Wall St. Rank hold IHF as of Q3 2015.

  • Geneva Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2015 after selling out during the quarter.
  • Geneva Advisors sold 20,150 iShares US Healthcare Providers ETF shares in Q3 2015, an estimated $576K.
  • Geneva Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2014 and held it in 3 quarters.
  • Geneva Advisors's iShares US Healthcare Providers ETF position peaked at $576K in Q2 2015.
  • 97 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2015.

Based on Geneva Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.