Ken Stern & Associates’s iShares US Healthcare Providers ETF IHF Stock Holding History

Ken Stern & Associates’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	$2.96M	Buy	+74,185	New	+$2.82M	1.29%	19

Other funds holding IHF

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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 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 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

Ken Stern & Associates's IHF Position: Q3 2018 in Review

Ken Stern & Associates opened a new position in iShares US Healthcare Providers ETF (IHF) in Q3 2018: 74,185 shares worth $2.96M. The stake represents 1.29% of the portfolio and ranks #19 among its holdings.

135 funds tracked by Wall St. Rank hold IHF as of Q3 2018.

Ken Stern & Associates held 74,185 shares of iShares US Healthcare Providers ETF worth $2.96M as of Q3 2018.
iShares US Healthcare Providers ETF was a new Ken Stern & Associates position in Q3 2018.
iShares US Healthcare Providers ETF made up 1.29% of Ken Stern & Associates's portfolio in Q3 2018, its #19 holding.
135 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.