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JNBA Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

JNBA Financial Advisors’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-450
Closed -$16K – 589
2018
Q2 		$16K Hold
450
– – ﹤0.01% 340
2018
Q1 		$14K Buy
+450
New +$14.6K ﹤0.01% 343

Other funds holding IHF

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

JNBA Financial Advisors's IHF Position: Q3 2018 in Review

JNBA Financial Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2018, closing a stake of 450 shares — an estimated $16K sold.

JNBA Financial Advisors first reported a position in IHF in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q2 2018. 135 funds tracked by Wall St. Rank hold IHF as of Q3 2018.

  • JNBA Financial Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 450 iShares US Healthcare Providers ETF shares in Q3 2018, an estimated $16K.
  • JNBA Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q1 2018 and held it in 2 quarters.
  • JNBA Financial Advisors's iShares US Healthcare Providers ETF position peaked at $16K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2018.

Based on JNBA Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.