Harvest Investment Services’s iShares US Medical Devices ETF IHI Stock Holding History

Harvest Investment Services’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,834	Closed	-$301K	–	125
2019 Q4	$301K	Sell	6,834 -54	-0.8%	-$2.27K	0.16%	102
2019 Q3	$279K	Sell	6,888 -636	-8%	-$26K	0.14%	123
2019 Q2	$304K	Buy	7,524 +660	+10%	+$25K	0.17%	108
2019 Q1	$264K	Buy	+6,864	New	+$249K	0.15%	127

Other funds holding IHI

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

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

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Investment Services's IHI Position: Q1 2020 in Review

Harvest Investment Services sold out of iShares US Medical Devices ETF (IHI) in Q1 2020, closing a stake of 6,834 shares — an estimated $301K sold.

Harvest Investment Services first reported a position in IHI in Q1 2019 and held it in 4 quarters. The position peaked at $304K in Q2 2019. 364 funds tracked by Wall St. Rank hold IHI as of Q1 2020.

Harvest Investment Services reported no remaining iShares US Medical Devices ETF position as of Q1 2020 after selling out during the quarter.
Harvest Investment Services sold 6,834 iShares US Medical Devices ETF shares in Q1 2020, an estimated $301K.
Harvest Investment Services first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 4 quarters.
Harvest Investment Services's iShares US Medical Devices ETF position peaked at $304K in Q2 2019.
364 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.