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Global Financial Private Capital’s iShares US Healthcare Providers ETF IHF Stock Holding History

Global Financial Private Capital’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
2018
Q4 		– Sell
-6,905
Closed -$276K – 415
2018
Q3 		$276K Sell
6,905
-1,895
-22% -$72K 0.01% 454
2018
Q2 		$309K Buy
8,800
+835
+10% +$28.4K 0.01% 447
2018
Q1 		$252K Buy
+7,965
New +$259K 0.01% 474

Other funds holding IHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Global Financial Private Capital's IHF Position: Q4 2018 in Review

Global Financial Private Capital sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2018, closing a stake of 6,905 shares — an estimated $276K sold.

Global Financial Private Capital first reported a position in IHF in Q1 2018 and held it in 3 quarters. The position peaked at $309K in Q2 2018. 149 funds tracked by Wall St. Rank hold IHF as of Q4 2018.

  • Global Financial Private Capital reported no remaining iShares US Healthcare Providers ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 6,905 iShares US Healthcare Providers ETF shares in Q4 2018, an estimated $276K.
  • Global Financial Private Capital first reported a position in iShares US Healthcare Providers ETF in Q1 2018 and held it in 3 quarters.
  • Global Financial Private Capital's iShares US Healthcare Providers ETF position peaked at $309K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.