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Integrated Wealth Counsel’s iShares US Medical Devices ETF IHI Stock Holding History

Integrated Wealth Counsel’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
2013
Q4 		– Sell
-90
Closed -$1.27K – 199
2013
Q3 		$1.27K Buy
+90
New +$1.24K ﹤0.01% 193

Other funds holding IHI

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Integrated Wealth Counsel's IHI Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of iShares US Medical Devices ETF (IHI) in Q4 2013, closing a stake of 90 shares — an estimated $1.27K sold.

Integrated Wealth Counsel first reported a position in IHI in Q3 2013 and held it in 1 quarter. The position peaked at $1.27K in Q3 2013. 63 funds tracked by Wall St. Rank hold IHI as of Q4 2013.

  • Integrated Wealth Counsel reported no remaining iShares US Medical Devices ETF position as of Q4 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 90 iShares US Medical Devices ETF shares in Q4 2013, an estimated $1.27K.
  • Integrated Wealth Counsel first reported a position in iShares US Medical Devices ETF in Q3 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's iShares US Medical Devices ETF position peaked at $1.27K in Q3 2013.
  • 63 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.