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Integrated Wealth Management (Palm Desert)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-351
Closed -$20K – 1334
2015
Q2 		$20K Buy
+351
New +$20.5K 0.01% 606

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
BWM
Braver Wealth Management Needham, Massachusetts $616M AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IHE Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2015, closing a stake of 351 shares — an estimated $20K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IHE in Q2 2015 and held it in 1 quarter. The position peaked at $20K in Q2 2015. 102 funds tracked by Wall St. Rank hold IHE as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 351 iShares US Pharmaceuticals ETF shares in Q3 2015, an estimated $20K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares US Pharmaceuticals ETF in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares US Pharmaceuticals ETF position peaked at $20K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.