Highland Private Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Highland Private Wealth Management’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
2019 Q3	–	Sell	-5,940	Closed	-$238K	–	125
2019 Q2	$238K	Hold	5,940	–	–	0.07%	107
2019 Q1	$229K	Buy	+5,940	New	+$216K	0.07%	100

Other funds holding IHI

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

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

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

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

Highland Private Wealth Management's IHI Position: Q3 2019 in Review

Highland Private Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2019, closing a stake of 5,940 shares — an estimated $238K sold.

Highland Private Wealth Management first reported a position in IHI in Q1 2019 and held it in 2 quarters. The position peaked at $238K in Q2 2019. 313 funds tracked by Wall St. Rank hold IHI as of Q3 2019.

Highland Private Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2019 after selling out during the quarter.
Highland Private Wealth Management sold 5,940 iShares US Medical Devices ETF shares in Q3 2019, an estimated $238K.
Highland Private Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 2 quarters.
Highland Private Wealth Management's iShares US Medical Devices ETF position peaked at $238K in Q2 2019.
313 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2019.

Based on Highland Private Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.