Kabarec Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Kabarec Financial Advisors’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
2018 Q2	$420K	Sell	12,570 -510	-4%	-$16.6K	0.32%	30
2018 Q1	$403K	Sell	13,080 -151,158	-92%	-$4.66M	0.26%	34
2017 Q4	$4.75M	Buy	+164,238	New	+$4.74M	2.91%	14

Other funds holding IHI

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kabarec Financial Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 3.9% in Q2 2018, selling an estimated $16.6K and leaving 12,570 shares worth $420K. The position accounts for 0.32% of the portfolio, ranked #30.

Kabarec Financial Advisors first reported a position in IHI in Q4 2017 and has held it in 3 quarters since. The position peaked at $4.75M in Q4 2017. 192 funds tracked by Wall St. Rank hold IHI as of Q2 2018.

Kabarec Financial Advisors held 12,570 shares of iShares US Medical Devices ETF worth $420K as of Q2 2018.
Kabarec Financial Advisors sold 510 iShares US Medical Devices ETF shares in Q2 2018, an estimated $16.6K.
iShares US Medical Devices ETF made up 0.32% of Kabarec Financial Advisors's portfolio in Q2 2018, its #30 holding.
Kabarec Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2017 and has held it in 3 quarters since.
Kabarec Financial Advisors's iShares US Medical Devices ETF position peaked at $4.75M in Q4 2017.
192 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2018.

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