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Kanaly Trust’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Kanaly Trust’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
Q2 		– Sell
-630
Closed -$29K – 924
2016
Q1 		$29K Buy
+630
New +$29.5K 0.01% 368

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
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

Kanaly Trust's IHE Position: Q2 2016 in Review

Kanaly Trust sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2016, closing a stake of 630 shares — an estimated $29K sold.

Kanaly Trust first reported a position in IHE in Q1 2016 and held it in 1 quarter. The position peaked at $29K in Q1 2016. 87 funds tracked by Wall St. Rank hold IHE as of Q2 2016.

  • Kanaly Trust reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2016 after selling out during the quarter.
  • Kanaly Trust sold 630 iShares US Pharmaceuticals ETF shares in Q2 2016, an estimated $29K.
  • Kanaly Trust first reported a position in iShares US Pharmaceuticals ETF in Q1 2016 and held it in 1 quarter.
  • Kanaly Trust's iShares US Pharmaceuticals ETF position peaked at $29K in Q1 2016.
  • 87 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2016.

Based on Kanaly Trust's 13F filing for Q2 2016, filed 21 Jul 2016.