IBEX Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

IBEX Wealth Advisors’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	-1,620	Closed	-$65K	–	213
2019 Q2	$65K	Buy	+1,620	New	+$61.3K	0.02%	190
2017 Q1	–	Sell	-1,614	Closed	-$37K	–	208
2016 Q4	$37K	Buy	+1,614	New	+$36.6K	0.02%	187

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

IBEX Wealth Advisors's IHI Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2019, closing a stake of 1,620 shares — an estimated $65K sold.

IBEX Wealth Advisors first reported a position in IHI in Q4 2016 and held it in 2 quarters. The position peaked at $65K in Q2 2019. 313 funds tracked by Wall St. Rank hold IHI as of Q3 2019.

IBEX Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 1,620 iShares US Medical Devices ETF shares in Q3 2019, an estimated $65K.
IBEX Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's iShares US Medical Devices ETF position peaked at $65K in Q2 2019.
313 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.