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

Kabarec 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
2018
Q2 		$22K Sell
429
-3
-0.7% -$149 0.02% 63
2018
Q1 		$21K Buy
432
+57
+15% +$2.93K 0.01% 64
2017
Q4 		$19K Buy
+375
New +$19.3K 0.01% 66

Other funds holding IHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kabarec Financial Advisors's IHE Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 0.69% in Q2 2018, selling an estimated $149 and leaving 429 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #63.

Kabarec Financial Advisors first reported a position in IHE in Q4 2017 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold IHE as of Q2 2018.

  • Kabarec Financial Advisors held 429 shares of iShares US Pharmaceuticals ETF worth $22K as of Q2 2018.
  • Kabarec Financial Advisors sold 3 iShares US Pharmaceuticals ETF shares in Q2 2018, an estimated $149.
  • iShares US Pharmaceuticals ETF made up 0.02% of Kabarec Financial Advisors's portfolio in Q2 2018, its #63 holding.
  • Kabarec Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.