Kavar Capital Partners Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Kavar Capital Partners Group’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
2015 Q4	–	Sell	-1,250	Closed	-$30K	–	497
2015 Q3	$30K	Hold	1,250	–	–	0.02%	200
2015 Q2	$35K	Buy	+1,250	New	+$33.9K	0.02%	204
2014 Q2	–	Sell	-1,250	Closed	-$24K	–	271
2014 Q1	$24K	Hold	1,250	–	–	0.02%	248
2013 Q4	$23K	Buy	+1,250	New	+$22.5K	0.02%	237

Other funds holding IHF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Kavar Capital Partners Group's IHF Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2015, closing a stake of 1,250 shares — an estimated $30K sold.

Kavar Capital Partners Group first reported a position in IHF in Q4 2013 and held it in 4 quarters. The position peaked at $35K in Q2 2015. 102 funds tracked by Wall St. Rank hold IHF as of Q4 2015.

Kavar Capital Partners Group reported no remaining iShares US Healthcare Providers ETF position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 1,250 iShares US Healthcare Providers ETF shares in Q4 2015, an estimated $30K.
Kavar Capital Partners Group first reported a position in iShares US Healthcare Providers ETF in Q4 2013 and held it in 4 quarters.
Kavar Capital Partners Group's iShares US Healthcare Providers ETF position peaked at $35K in Q2 2015.
102 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.