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JNBA Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-150
Closed -$7K – 878
2016
Q3 		$7K Buy
+150
New +$7.61K ﹤0.01% 1125

Other funds holding IHE

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JNBA Financial Advisors's IHE Position: Q4 2016 in Review

JNBA Financial Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q4 2016, closing a stake of 150 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in IHE in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 92 funds tracked by Wall St. Rank hold IHE as of Q4 2016.

  • JNBA Financial Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 150 iShares US Pharmaceuticals ETF shares in Q4 2016, an estimated $7K.
  • JNBA Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $7K in Q3 2016.
  • 92 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.