Gradient Investments’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Gradient Investments’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
2016 Q1	–	Sell	-1,434	Closed	-$77K	–	758
2015 Q4	$77K	Hold	1,434	–	–	0.01%	222
2015 Q3	$71K	Hold	1,434	–	–	0.01%	212
2015 Q2	$84K	Hold	1,434	–	–	0.01%	210
2015 Q1	$82K	Hold	1,434	–	–	0.01%	202
2014 Q4	$72K	Hold	1,434	–	–	0.01%	207
2014 Q3	$67K	Hold	1,434	–	–	0.01%	191
2014 Q2	$65K	Buy	+1,434	New	+$61.7K	0.01%	196
2014 Q1	–	Sell	-132	Closed	-$5K	–	577
2013 Q4	$5K	Hold	132	–	–	﹤0.01%	434
2013 Q3	$5K	Sell	132 -375	-74%	-$13.2K	﹤0.01%	335
2013 Q2	$17K	Buy	+507	New	+$16.8K	0.01%	233

Other funds holding IHE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

Gradient Investments's IHE Position: Q1 2016 in Review

Gradient Investments sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2016, closing a stake of 1,434 shares — an estimated $77K sold.

Gradient Investments first reported a position in IHE in Q2 2013 and held it in 10 quarters. The position peaked at $84K in Q2 2015. 91 funds tracked by Wall St. Rank hold IHE as of Q1 2016.

Gradient Investments reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2016 after selling out during the quarter.
Gradient Investments sold 1,434 iShares US Pharmaceuticals ETF shares in Q1 2016, an estimated $77K.
Gradient Investments first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and held it in 10 quarters.
Gradient Investments's iShares US Pharmaceuticals ETF position peaked at $84K in Q2 2015.
91 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2016.

Based on Gradient Investments's 13F filing for Q1 2016, filed 13 Apr 2016.